Carson Wealth (CWM LLC)’s Western Asset High Yield Opportunity Fund Inc. HYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Buy |
+1,150
| New | +$14K | ﹤0.01% | 4113 |
|
|
2024
Q3 | – | Sell |
-159
| Closed | -$2K | – | 4957 |
|
|
2024
Q2 | $2K | Hold |
159
| – | – | ﹤0.01% | 4212 |
|
|
2024
Q1 | $2K | Hold |
159
| – | – | ﹤0.01% | 3986 |
|
|
2023
Q4 | $2K | Sell |
159
-156
| -50% | -$1.96K | ﹤0.01% | 3806 |
|
|
2023
Q3 | $4K | Hold |
315
| – | – | ﹤0.01% | 3564 |
|
|
2023
Q2 | $4K | Sell |
315
-158
| -33% | -$2.01K | ﹤0.01% | 3524 |
|
|
2023
Q1 | $6K | Buy |
+473
| New | +$6K | ﹤0.01% | 3204 |
|