PIWA
HIO
Prevail Innovative Wealth Advisors’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
Q1 | – | Sell |
-308,778
| Closed | -$1.21M | – | 186 |
|
2024
Q4 | $1.21M | Buy |
308,778
+49,252
| +19% | +$194K | 0.35% | 86 |
|
2024
Q3 | $1.05M | Buy |
259,526
+57,778
| +29% | +$234K | 0.32% | 95 |
|
2024
Q2 | $769K | Buy |
201,748
+39,387
| +24% | +$150K | 0.27% | 101 |
|
2024
Q1 | $633K | Buy |
162,361
+42,257
| +35% | +$165K | 0.24% | 118 |
|
2023
Q4 | $464K | Buy |
+120,104
| New | +$464K | 0.22% | 106 |
|