WLPWM
HYB

Walled Lake Planning & Wealth Management’s New America High Income Fund, Inc. HYB Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio HYB Stock Details HYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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 +$199K 0.1% 92

Other funds holding HYB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Walled Lake Planning & Wealth Management's HYB Position: Q1 2025 in Review

Walled Lake Planning & Wealth Management sold out of New America High Income Fund, Inc. (HYB) in Q1 2025, closing a stake of 30,175 shares — an estimated $247K sold.

Walled Lake Planning & Wealth Management first reported a position in HYB in Q2 2023 and held it in 7 quarters. The position peaked at $251K in Q3 2024. 4 funds tracked by Wall St. Rank hold HYB as of Q1 2025.

  • Walled Lake Planning & Wealth Management reported no remaining New America High Income Fund, Inc. position as of Q1 2025 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 30,175 New America High Income Fund, Inc. shares in Q1 2025, an estimated $247K.
  • Walled Lake Planning & Wealth Management first reported a position in New America High Income Fund, Inc. in Q2 2023 and held it in 7 quarters.
  • Walled Lake Planning & Wealth Management's New America High Income Fund, Inc. position peaked at $251K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q1 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.