TWPM
HGLB

Total Wealth Planning & Management’s Highland Global Allocation Fund HGLB Stock Holding History

Total Wealth Planning & Management’s Portfolio HGLB Stock Details HGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$311K Sell
35,689
-6,904
-16% -$60.1K 0.25% 143
2025
Q1 		$355K Buy
42,593
+28,150
+195% +$234K 0.34% 99
2024
Q4 		$98.4K Buy
+14,443
New +$98.4K 0.09% 159