Ridgewood Investments’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
Q3 | $400K | Hold |
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|
2025
Q2 | $535K | Hold |
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|
2025
Q1 | $526K | Buy |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $380K | Buy |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $522K | Buy |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $509K | Hold |
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|
2023
Q2 | $590K | Hold |
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|
2023
Q1 | $468K | Buy |
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|
2022
Q4 | $360K | Hold |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $220K | Buy |
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|
2022
Q1 | $180K | Hold |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $329K | Hold |
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|
2021
Q1 | $371K | Buy |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $286K | Buy |
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