Retirement Group’s Highland Global Allocation Fund HGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $223K | Buy |
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|
2023
Q4 | $196K | Hold |
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|
2023
Q3 | $187K | Buy |
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|
2023
Q2 | $174K | Buy |
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|
2023
Q1 | $40K | Buy |
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|
2022
Q4 | $16K | Hold |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $94K | Hold |
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|
2022
Q1 | $98K | Buy |
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|
2021
Q4 | $56K | Buy |
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|
2021
Q3 | $55K | Buy |
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|
2021
Q2 | $33K | Buy |
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|
2021
Q1 | $27K | Buy |
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|
2020
Q4 | $22K | Buy |
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|
2020
Q3 | $20K | Buy |
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|
2020
Q2 | $20K | Buy |
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|
2019
Q4 | $27K | Buy |
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