Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
59,675
+25,008
| +72% | +$99.5K | ﹤0.01% | 1248 |
|
|
2025
Q1 | $138K | Sell |
34,667
-11,578
| -25% | -$46.1K | ﹤0.01% | 1305 |
|
|
2024
Q4 | $182K | Buy |
46,245
+675
| +1% | +$2.65K | ﹤0.01% | 1364 |
|
|
2024
Q3 | $185K | Buy |
45,570
+32,603
| +251% | +$132K | ﹤0.01% | 1353 |
|
|
2024
Q2 | $49.4K | Buy |
+12,967
| New | +$49.4K | ﹤0.01% | 1346 |
|
|
2020
Q4 | – | Sell |
-12,089
| Closed | -$59K | – | 1094 |
|
|
2020
Q3 | $59K | Sell |
12,089
-400
| -3% | -$1.95K | ﹤0.01% | 993 |
|
|
2020
Q2 | $58K | Hold |
12,489
| – | – | ﹤0.01% | 974 |
|
|
2020
Q1 | $53K | Hold |
12,489
| – | – | ﹤0.01% | 901 |
|
|
2019
Q4 | $63K | Buy |
12,489
+600
| +5% | +$3.03K | ﹤0.01% | 964 |
|
|
2019
Q3 | $60K | Hold |
11,889
| – | – | ﹤0.01% | 937 |
|
|
2019
Q2 | $61K | Hold |
11,889
| – | – | ﹤0.01% | 935 |
|
|
2019
Q1 | $57K | Hold |
11,889
| – | – | ﹤0.01% | 915 |
|
|
2018
Q4 | $52K | Buy |
11,889
+50
| +0.4% | +$219 | ﹤0.01% | 852 |
|
|
2018
Q3 | $56K | Sell |
11,839
-500
| -4% | -$2.37K | ﹤0.01% | 1402 |
|
|
2018
Q2 | $59K | Hold |
12,339
| – | – | ﹤0.01% | 951 |
|
|
2018
Q1 | $59K | Buy |
12,339
+10,699
| +652% | +$51.2K | ﹤0.01% | 1482 |
|
|
2017
Q4 | $8K | Buy |
+1,640
| New | +$8K | ﹤0.01% | 2232 |
|