Keystone Wealth Services’s Highland Opportunities and Income Fund HFRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $130K | Buy |
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|
2025
Q2 | $105K | Buy |
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|
2025
Q1 | $102K | Buy |
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|
2024
Q4 | $100K | Buy |
|
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|
2024
Q3 | $116K | Buy |
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|
2024
Q2 | $116K | Buy |
|
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|
2024
Q1 | $128K | Buy |
|
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|
2023
Q4 | $136K | Buy |
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|
2023
Q3 | $138K | Buy |
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|
2023
Q2 | $151K | Buy |
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|
2023
Q1 | $144K | Buy |
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|
2022
Q4 | $164K | Buy |
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|
2022
Q3 | $152K | Buy |
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|
2022
Q2 | $173K | Buy |
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|
2022
Q1 | $179K | Sell |
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|
2021
Q4 | $196K | Buy |
|