Stifel Financial’s Heritage Global HGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,325
| Closed | -$35.2K | – | 3406 |
|
|
2024
Q2 | $35.2K | Buy |
14,325
+2,000
| +16% | +$4.92K | ﹤0.01% | 3299 |
|
|
2024
Q1 | $32.5K | Buy |
12,325
+51
| +0.4% | +$135 | ﹤0.01% | 3285 |
|
|
2023
Q4 | $34.1K | Hold |
12,274
| – | – | ﹤0.01% | 3245 |
|
|
2023
Q3 | $38.3K | Buy |
+12,274
| New | +$38.3K | ﹤0.01% | 3202 |
|