Wynnefield Capital’s Heritage Global HGBL Stock Holding History

Wynnefield Capital’s Portfolio HGBL Stock Details HGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$666K	Hold
2025 Q2	$890K	Hold
2025 Q1	$874K	Hold
2024 Q4	$742K	Hold
2024 Q3	$682K	Sell
2024 Q2	$1.1M	Hold
2024 Q1	$1.18M	Hold
2023 Q4	$1.24M	Buy