NW
HGBL icon

Naviter Wealth’s Heritage Global HGBL Stock Holding History

Naviter Wealth’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-29,421
Closed -$91.8K – 226
2023
Q3 		$91.8K Buy
+29,421
New +$91.8K 0.02% 206
2023
Q2 		– Sell
-29,421
Closed -$84.4K – 234
2023
Q1 		$84.4K Buy
+29,421
New +$84.4K 0.03% 190