PIWA
HFRO
Prevail Innovative Wealth Advisors’s Highland Opportunities and Income Fund HFRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-146,335
| Closed | -$1.03M | – | 165 |
|
|
2024
Q1 | $1.03M | Buy |
146,335
+52,256
| +56% | +$367K | 0.38% | 89 |
|
|
2023
Q4 | $723K | Buy |
94,079
+35,891
| +62% | +$276K | 0.35% | 83 |
|
|
2023
Q3 | $468K | Buy |
58,188
+31,543
| +118% | +$254K | 0.24% | 90 |
|
|
2023
Q2 | $241K | Buy |
+26,645
| New | +$241K | 0.13% | 91 |
|