Sowell Financial Services’s Highland Opportunities and Income Fund HFRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-122
| Closed | -$1K | – | 1464 |
|
|
2021
Q1 | $1K | Hold |
122
| – | – | ﹤0.01% | 2951 |
|
|
2020
Q4 | $1K | Hold |
122
| – | – | ﹤0.01% | 2580 |
|
|
2020
Q3 | $1K | Hold |
122
| – | – | ﹤0.01% | 2374 |
|
|
2020
Q2 | $1K | Hold |
122
| – | – | ﹤0.01% | 2311 |
|
|
2020
Q1 | $1K | Hold |
122
| – | – | ﹤0.01% | 2249 |
|
|
2019
Q4 | $2K | Hold |
122
| – | – | ﹤0.01% | 2194 |
|
|
2019
Q3 | $2K | Buy |
+122
| New | +$2K | ﹤0.01% | 2079 |
|