Melfa Wealth Management’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
$185K Hold
2025
Q2
$152K Hold
2025
Q1
$152K Hold
2024
Q4
$151K Hold
2024
Q3
$179K Sell
2024
Q2
$199K Hold
2024
Q1
$224K Buy
2023
Q4
$245K Buy
2023
Q3
$255K Buy
2023
Q2
$280K Buy
2023
Q1
$271K Buy
2022
Q4
$317K Buy