Wingate Wealth Advisors’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
2025
Q1
Sell
-1,000
Closed -$5.19K 227
2024
Q4
$5.19K Buy
+1,000
New +$5.19K 0.01% 385