AWM
HIO
Aries Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,296
| Closed | -$70.6K | – | 205 |
|
|
2023
Q3 | $70.6K | Hold |
19,296
| – | – | 0.03% | 192 |
|
|
2023
Q2 | $72.9K | Hold |
19,296
| – | – | 0.03% | 197 |
|
|
2023
Q1 | $73.5K | Hold |
19,296
| – | – | 0.03% | 187 |
|
|
2022
Q4 | $76.2K | Hold |
19,296
| – | – | 0.03% | 182 |
|
|
2022
Q3 | $73K | Hold |
19,296
| – | – | 0.03% | 178 |
|
|
2022
Q2 | $76K | Buy |
+19,296
| New | +$76K | 0.03% | 170 |
|
|
2022
Q1 | – | Sell |
-19,296
| Closed | -$100K | – | 133 |
|
|
2021
Q4 | $100K | Hold |
19,296
| – | – | 0.04% | 184 |
|
|
2021
Q3 | $100K | Hold |
19,296
| – | – | 0.04% | 174 |
|
|
2021
Q2 | $102K | Hold |
19,296
| – | – | 0.04% | 179 |
|
|
2021
Q1 | $99K | Hold |
19,296
| – | – | 0.04% | 172 |
|
|
2020
Q4 | $96K | Hold |
19,296
| – | – | 0.05% | 159 |
|
|
2020
Q3 | $95K | Hold |
19,296
| – | – | 0.05% | 143 |
|
|
2020
Q2 | $89K | Hold |
19,296
| – | – | 0.05% | 140 |
|
|
2020
Q1 | $78K | Hold |
19,296
| – | – | 0.06% | 126 |
|
|
2019
Q4 | $98K | Hold |
19,296
| – | – | 0.06% | 153 |
|
|
2019
Q3 | $97K | Hold |
19,296
| – | – | 0.06% | 150 |
|
|
2019
Q2 | $99K | Hold |
19,296
| – | – | 0.07% | 154 |
|
|
2019
Q1 | $93K | Hold |
19,296
| – | – | 0.07% | 149 |
|
|
2018
Q4 | $85K | Hold |
19,296
| – | – | 0.09% | 109 |
|
|
2018
Q3 | $92K | Hold |
19,296
| – | – | 0.08% | 131 |
|
|
2018
Q2 | $92K | Hold |
19,296
| – | – | 0.09% | 132 |
|
|
2018
Q1 | $93K | Hold |
19,296
| – | – | 0.09% | 123 |
|
|
2017
Q4 | $96K | Buy |
+19,296
| New | +$96K | 0.09% | 130 |
|