Center for Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,500
| Closed | -$8K | – | 507 |
|
|
2021
Q2 | $8K | Hold |
1,500
| – | – | ﹤0.01% | 387 |
|
|
2021
Q1 | $8K | Hold |
1,500
| – | – | ﹤0.01% | 411 |
|
|
2020
Q4 | $7K | Hold |
1,500
| – | – | ﹤0.01% | 376 |
|
|
2020
Q3 | $7K | Sell |
1,500
-1,000
| -40% | -$4.67K | ﹤0.01% | 335 |
|
|
2020
Q2 | $12K | Hold |
2,500
| – | – | ﹤0.01% | 295 |
|
|
2020
Q1 | $11K | Buy |
+2,500
| New | +$11K | ﹤0.01% | 307 |
|