Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,077
| Closed | -$48K | – | 178 |
|
|
2019
Q1 | $48K | Buy |
+10,077
| New | +$48K | 0.03% | 164 |
|
|
2018
Q4 | – | Sell |
-13,308
| Closed | -$63K | – | 168 |
|
|
2018
Q3 | $63K | Sell |
13,308
-3,036
| -19% | -$14.4K | 0.06% | 176 |
|
|
2018
Q2 | $79K | Sell |
16,344
-1,565
| -9% | -$7.57K | 0.08% | 179 |
|
|
2018
Q1 | $86K | Buy |
17,909
+15,714
| +716% | +$75.5K | 0.09% | 174 |
|
|
2017
Q4 | $11K | Buy |
+2,195
| New | +$11K | 0.02% | 148 |
|