Liberty Wealth Management’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
Q2 | – | Sell |
-951
| Closed | -$4K | – | 1114 |
|
|
2021
Q1 | $4K | Hold |
951
| – | – | ﹤0.01% | 728 |
|
|
2020
Q4 | $4K | Hold |
951
| – | – | ﹤0.01% | 724 |
|
|
2020
Q3 | $5K | Hold |
951
| – | – | ﹤0.01% | 621 |
|
|
2020
Q2 | $4K | Sell |
951
-850
| -47% | -$3.58K | ﹤0.01% | 644 |
|
|
2020
Q1 | $8K | Buy |
1,801
+850
| +89% | +$3.78K | 0.01% | 500 |
|
|
2019
Q4 | $5K | Hold |
951
| – | – | ﹤0.01% | 667 |
|
|
2019
Q3 | $5K | Hold |
951
| – | – | ﹤0.01% | 632 |
|
|
2019
Q2 | $5K | Hold |
951
| – | – | ﹤0.01% | 655 |
|
|
2019
Q1 | $4K | Hold |
951
| – | – | ﹤0.01% | 568 |
|
|
2018
Q4 | $4K | Buy |
+951
| New | +$4K | ﹤0.01% | 587 |
|