Koshinski Asset Management’s Heritage Global HGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
|
|||||
|
2025
Q1 | $2.01M | Sell |
|
|||||
|
2024
Q4 | $1.87B | Sell |
|
|||||
|
2024
Q3 | $1.8M | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $4.33M | Sell |
|
|||||
|
2023
Q1 | $4.34M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $2.23M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $2.71M | Buy |
|
|||||
|
2021
Q3 | $2.57M | Buy |
|
|||||
|
2021
Q2 | $1.29M | Sell |
|
|||||
|
2021
Q1 | $2.6M | Buy |
|