MWM
HIO
Melfa Wealth Management’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 | $314K | Hold |
78,950
| – | – | 0.2% | 122 |
|
|
2025
Q1 | $314K | Hold |
78,950
| – | – | 0.21% | 113 |
|
|
2024
Q4 | $310K | Hold |
78,950
| – | – | 0.21% | 118 |
|
|
2024
Q3 | $320K | Hold |
78,950
| – | – | 0.21% | 116 |
|
|
2024
Q2 | $301K | Buy |
78,950
+60,000
| +317% | +$229K | 0.21% | 115 |
|
|
2024
Q1 | $73.9K | Hold |
18,950
| – | – | 0.05% | 190 |
|
|
2023
Q4 | $73.1K | Sell |
18,950
-8,643
| -31% | -$33.4K | 0.07% | 140 |
|
|
2023
Q3 | $100K | Hold |
27,593
| – | – | 0.11% | 130 |
|
|
2023
Q2 | $104K | Buy |
+27,593
| New | +$104K | 0.11% | 133 |
|