TW
HFRO

Transform Wealth’s Highland Opportunities and Income Fund HFRO Stock Holding History

Transform Wealth’s Portfolio HFRO Stock Details HFRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,903
Closed -$144K – 229
2020
Q1 		$144K Sell
16,903
-1,592
-9% -$13.6K 0.03% 197
2019
Q4 		$230K Sell
18,495
-373
-2% -$4.64K 0.04% 210
2019
Q3 		$252K Sell
18,868
-5,225
-22% -$69.8K 0.04% 189
2019
Q2 		$333K Buy
+24,093
New +$333K 0.05% 204