WLPWM
HIO
Walled Lake Planning & Wealth Management’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
Q2 | $203K | Hold |
50,985
| – | – | 0.07% | 136 |
|
|
2025
Q1 | $203K | Hold |
50,985
| – | – | 0.07% | 129 |
|
|
2024
Q4 | $200K | Hold |
50,985
| – | – | 0.07% | 127 |
|
|
2024
Q3 | $206K | Hold |
50,985
| – | – | 0.08% | 126 |
|
|
2024
Q2 | $194K | Hold |
50,985
| – | – | 0.08% | 118 |
|
|
2024
Q1 | $199K | Buy |
+50,985
| New | +$199K | 0.08% | 114 |
|