LWMI
HFRO

Legacy Wealth Management (Idaho)’s Highland Opportunities and Income Fund HFRO Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio HFRO Stock Details HFRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$27.4K Hold
5,270
– – 0.01% 209
2025
Q1 		$27.4K Hold
5,270
– – 0.02% 201
2024
Q4 		$30.5K Hold
5,270
– – 0.02% 163
2024
Q3 		$28.5K Buy
+5,270
New +$28.5K 0.02% 168