Triad Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-51,128
| Closed | -$193K | – | 49 |
|
2023
Q2 | $193K | Sell |
51,128
-2,659
| -5% | -$10.1K | 0.27% | 50 |
|
2023
Q1 | $205K | Sell |
53,787
-1,174
| -2% | -$4.47K | 0.3% | 50 |
|
2022
Q4 | $217K | Buy |
54,961
+55
| +0.1% | +$217 | 0.34% | 45 |
|
2022
Q3 | $202K | Sell |
54,906
-21,397
| -28% | -$78.7K | 0.35% | 49 |
|
2022
Q2 | $302K | Buy |
76,303
+799
| +1% | +$3.16K | 0.45% | 44 |
|
2022
Q1 | $338K | Buy |
75,504
+5,521
| +8% | +$24.7K | 0.32% | 45 |
|
2021
Q4 | $364K | Buy |
+69,983
| New | +$364K | 0.33% | 46 |
|