Osaic Holdings’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
Sell
2025
Q1
$2.18K Sell
2024
Q4
$5.09K Sell
2024
Q3
$7.75K Sell
2024
Q2
$13.3K Buy
2024
Q1
$4.82K Hold
2023
Q4
$5.07K Buy
2022
Q2
Sell
2022
Q1
$0 Hold
2021
Q4
$0 Hold
2021
Q3
$0 Hold
2021
Q2
$0 Hold
2021
Q1
$0 Hold
2020
Q4
$0 Hold
2020
Q3
$0 Buy