WP
HGLB

WealthPLAN Partners’s Highland Global Allocation Fund HGLB Stock Holding History

WealthPLAN Partners’s Portfolio HGLB Stock Details HGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-49
Closed -$425 – 649
2023
Q2 		$425 Sell
49
-442
-90% -$3.83K ﹤0.01% 1190
2023
Q1 		$4.44K Buy
+491
New +$4.44K ﹤0.01% 1021