WR Wealth Planners’s Miller/Howard High Income Equity Fund HIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$24.4K | – | 1203 |
|
|
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 | +$22.2K | 0.01% | 435 |
|
|
2023
Q4 | – | Sell |
-2,000
| Closed | -$19.8K | – | 901 |
|
|
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 | +$20.1K | 0.01% | 428 |
|