B. Riley Wealth Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,529
| Closed | -$40.4K | – | 1584 |
|
|
2023
Q1 | $40.4K | Buy |
10,529
+20
| +0.2% | +$77 | ﹤0.01% | 1449 |
|
|
2022
Q4 | $41.5K | Buy |
+10,509
| New | +$41.5K | ﹤0.01% | 1420 |
|
|
2020
Q4 | – | Sell |
-317,188
| Closed | -$1.47M | – | 1057 |
|
|
2020
Q3 | $1.47M | Hold |
317,188
| – | – | 0.08% | 250 |
|
|
2020
Q2 | $1.47M | Buy |
317,188
+305,487
| +2,611% | +$1.41M | 0.1% | 213 |
|
|
2020
Q1 | $49K | Buy |
+11,701
| New | +$49K | ﹤0.01% | 758 |
|
|
2015
Q1 | – | Sell |
-4,474
| Closed | -$24 | – | 1173 |
|
|
2014
Q4 | $24 | Buy |
+4,474
| New | +$24 | ﹤0.01% | 2460 |
|
|
2014
Q3 | – | Sell |
-4,311
| Closed | -$26.3K | – | 1178 |
|
|
2014
Q2 | $26.3K | Buy |
+4,311
| New | +$26.3K | 0.01% | 1348 |
|