WR Wealth Planners’s Miller/Howard High Income Equity Fund HIE Stock Holding History

WR Wealth Planners’s Portfolio HIE Stock Details HIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,000	Closed	-$24.4K	–	1201
2024 Q3	$24.4K	Hold	2,000	–	–	0.01%	449
2024 Q2	$22.4K	Hold	2,000	–	–	0.01%	427
2024 Q1	$22.2K	Buy	+2,000	New	+$21.3K	0.01%	435
2023 Q4	–	Sell	-2,000	Closed	-$19.8K	–	900
2023 Q3	$19.8K	Hold	2,000	–	–	0.01%	425
2023 Q2	$20.3K	Hold	2,000	–	–	0.01%	431
2023 Q1	$20.1K	Buy	+2,000	New	+$21.1K	0.01%	428

WR Wealth Planners's HIE Position: Q4 2024 in Review

WR Wealth Planners sold out of Miller/Howard High Income Equity Fund (HIE) in Q4 2024, closing a stake of 2,000 shares — an estimated $24.4K sold.

WR Wealth Planners first reported a position in HIE in Q1 2023 and held it in 6 quarters. The position peaked at $24.4K in Q3 2024. 0 funds tracked by Wall St. Rank hold HIE as of Q4 2024.

WR Wealth Planners reported no remaining Miller/Howard High Income Equity Fund position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 2,000 Miller/Howard High Income Equity Fund shares in Q4 2024, an estimated $24.4K.
WR Wealth Planners first reported a position in Miller/Howard High Income Equity Fund in Q1 2023 and held it in 6 quarters.
WR Wealth Planners's Miller/Howard High Income Equity Fund position peaked at $24.4K in Q3 2024.
0 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.