United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,200
| Closed | -$52K | – | 1073 |
|
|
2022
Q3 | $52K | Sell |
14,200
-595
| -4% | -$2.18K | ﹤0.01% | 1066 |
|
|
2022
Q2 | $59K | Buy |
+14,795
| New | +$59K | ﹤0.01% | 1100 |
|
|
2015
Q2 | – | Sell |
-93,126
| Closed | -$502K | – | 1283 |
|
|
2015
Q1 | $502K | Sell |
93,126
-1,630
| -2% | -$8.79K | 0.01% | 891 |
|
|
2014
Q4 | $509K | Sell |
94,756
-13,614
| -13% | -$73.1K | 0.01% | 816 |
|
|
2014
Q3 | $627K | Buy |
108,370
+21,360
| +25% | +$124K | 0.01% | 722 |
|
|
2014
Q2 | $531K | Buy |
87,010
+59,365
| +215% | +$362K | 0.01% | 670 |
|
|
2014
Q1 | $167K | Buy |
+27,645
| New | +$167K | ﹤0.01% | 889 |
|