WLPWM
HYB
Walled Lake Planning & Wealth Management’s New America High Income Fund, Inc. HYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30,175
| Closed | -$247K | – | 138 |
|
|
2024
Q4 | $247K | Hold |
30,175
| – | – | 0.09% | 113 |
|
|
2024
Q3 | $251K | Hold |
30,175
| – | – | 0.09% | 109 |
|
|
2024
Q2 | $221K | Hold |
30,175
| – | – | 0.09% | 107 |
|
|
2024
Q1 | $220K | Hold |
30,175
| – | – | 0.09% | 101 |
|
|
2023
Q4 | $212K | Hold |
30,175
| – | – | 0.1% | 99 |
|
|
2023
Q3 | $196K | Hold |
30,175
| – | – | 0.1% | 95 |
|
|
2023
Q2 | $201K | Buy |
+30,175
| New | +$201K | 0.1% | 92 |
|