Integrated Wealth Concepts’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $60.4K | Hold |
15,175
| – | – | ﹤0.01% | 1858 |
|
2025
Q1 | $60.4K | Hold |
15,175
| – | – | ﹤0.01% | 1698 |
|
2024
Q4 | $59.6K | Hold |
15,175
| – | – | ﹤0.01% | 1677 |
|
2024
Q3 | $61.5K | Hold |
15,175
| – | – | ﹤0.01% | 1636 |
|
2024
Q2 | $57.8K | Hold |
15,175
| – | – | ﹤0.01% | 1603 |
|
2024
Q1 | $59.2K | Buy |
15,175
+1,500
| +11% | +$5.85K | ﹤0.01% | 1610 |
|
2023
Q4 | $52.8K | Hold |
13,675
| – | – | ﹤0.01% | 1557 |
|
2023
Q3 | $49.8K | Hold |
13,675
| – | – | ﹤0.01% | 1511 |
|
2023
Q2 | $51.7K | Buy |
13,675
+775
| +6% | +$2.93K | ﹤0.01% | 1517 |
|
2023
Q1 | $49K | Buy |
+12,900
| New | +$49K | ﹤0.01% | 1303 |
|