Carson Wealth (CWM LLC)’s Western Asset High Income Opportunity Fund HIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
201
| – | – | ﹤0.01% | 5007 |
|
|
2025
Q1 | $1K | Hold |
201
| – | – | ﹤0.01% | 4906 |
|
|
2024
Q4 | $1K | Hold |
201
| – | – | ﹤0.01% | 4712 |
|
|
2024
Q3 | $1K | Buy |
+201
| New | +$1K | ﹤0.01% | 4592 |
|
|
2023
Q4 | – | Sell |
-1,044
| Closed | -$4K | – | 4288 |
|
|
2023
Q3 | $4K | Buy |
+1,044
| New | +$4K | ﹤0.01% | 3563 |
|
|
2023
Q1 | – | Sell |
-1,232
| Closed | -$5K | – | 4158 |
|
|
2022
Q4 | $5K | Buy |
+1,232
| New | +$5K | ﹤0.01% | 3174 |
|
|
2016
Q4 | – | Sell |
-1,668
| Closed | -$8K | – | 1129 |
|
|
2016
Q3 | $8K | Buy |
1,668
+868
| +109% | +$4.16K | ﹤0.01% | 740 |
|
|
2016
Q2 | $4K | Hold |
800
| – | – | ﹤0.01% | 652 |
|
|
2016
Q1 | $4K | Hold |
800
| – | – | ﹤0.01% | 620 |
|
|
2015
Q4 | $4K | Hold |
800
| – | – | ﹤0.01% | 547 |
|
|
2015
Q3 | $4K | Buy |
+800
| New | +$4K | ﹤0.01% | 520 |
|
|
2014
Q1 | – | Sell |
-800
| Closed | -$5K | – | 274 |
|
|
2013
Q4 | $5K | Buy |
+800
| New | +$5K | ﹤0.01% | 469 |
|