Wilson & Boucher Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
38,000
| – | – | 0.11% | 110 |
|
|
2025
Q1 | $151K | Hold |
38,000
| – | – | 0.11% | 107 |
|
|
2024
Q4 | $149K | Hold |
38,000
| – | – | 0.11% | 110 |
|
|
2024
Q3 | $154K | Hold |
38,000
| – | – | 0.11% | 118 |
|
|
2024
Q2 | $145K | Sell |
38,000
-2,500
| -6% | -$9.53K | 0.11% | 109 |
|
|
2024
Q1 | $158K | Hold |
40,500
| – | – | 0.12% | 110 |
|
|
2023
Q4 | $156K | Hold |
40,500
| – | – | 0.13% | 105 |
|
|
2023
Q3 | $147K | Hold |
40,500
| – | – | 0.14% | 102 |
|
|
2023
Q2 | $153K | Sell |
40,500
-6,000
| -13% | -$22.7K | 0.14% | 104 |
|
|
2023
Q1 | $177K | Sell |
46,500
-13,800
| -23% | -$52.6K | 0.17% | 103 |
|
|
2022
Q4 | $238K | Sell |
60,300
-3,500
| -5% | -$13.8K | 0.24% | 87 |
|
|
2022
Q3 | $235K | Sell |
63,800
-2,800
| -4% | -$10.3K | 0.27% | 80 |
|
|
2022
Q2 | $264K | Sell |
66,600
-14,275
| -18% | -$56.6K | 0.29% | 82 |
|
|
2022
Q1 | $362K | Sell |
80,875
-15,550
| -16% | -$69.6K | 0.33% | 78 |
|
|
2021
Q4 | $501K | Buy |
+96,425
| New | +$501K | 0.45% | 64 |
|