Melfa Wealth Management’s Western Asset High Income Fund II HIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $542K | Sell |
126,446
-9,500
| -7% | -$40.8K | 0.34% | 72 |
|
2025
Q1 | $568K | Buy |
135,946
+17,000
| +14% | +$71.1K | 0.38% | 67 |
|
2024
Q4 | $501K | Buy |
118,946
+34,500
| +41% | +$145K | 0.33% | 78 |
|
2024
Q3 | $381K | Buy |
84,446
+41,750
| +98% | +$188K | 0.25% | 101 |
|
2024
Q2 | $186K | Buy |
42,696
+317
| +0.7% | +$1.38K | 0.13% | 165 |
|
2024
Q1 | $189K | Buy |
+42,379
| New | +$189K | 0.14% | 158 |
|