Spire Wealth Management’s Highland Opportunities and Income Fund HFRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.17K | Sell |
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|
2025
Q2 | $15.6K | Hold |
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|
2025
Q1 | $15.6K | Hold |
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|
2024
Q4 | $15.6K | Sell |
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|
2024
Q3 | $42.9K | Hold |
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|
2024
Q2 | $43.8K | Sell |
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|
2024
Q1 | $54.5K | Hold |
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|
2023
Q4 | $57.9K | Sell |
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|
2023
Q3 | $77.1K | Buy |
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|
2023
Q2 | $86.3K | Buy |
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|
2023
Q1 | $83.7K | Buy |
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|
2022
Q4 | $98K | Buy |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $149K | Buy |
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|
2022
Q1 | $158K | Hold |
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|
2021
Q4 | $146K | Sell |
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|
2021
Q3 | $421K | Buy |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $8K | Buy |
|