Tradition Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,193
| Closed | -$13K | – | 1198 |
|
2022
Q2 | $13K | Hold |
1,193
| – | – | ﹤0.01% | 757 |
|
2022
Q1 | $14K | Hold |
1,193
| – | – | ﹤0.01% | 805 |
|
2021
Q4 | $13K | Hold |
1,193
| – | – | ﹤0.01% | 844 |
|
2021
Q3 | $13K | Hold |
1,193
| – | – | ﹤0.01% | 837 |
|
2021
Q2 | $13K | Buy |
1,193
+220
| +23% | +$2.4K | ﹤0.01% | 872 |
|
2021
Q1 | $11K | Buy |
973
+65
| +7% | +$735 | ﹤0.01% | 771 |
|
2020
Q4 | $9K | Buy |
+908
| New | +$9K | ﹤0.01% | 762 |
|