Accel Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,693
| Closed | -$15.5K | – | 880 |
|
|
2023
Q1 | $15.5K | Buy |
1,693
+16
| +1% | +$146 | 0.01% | 773 |
|
|
2022
Q4 | $15.3K | Buy |
1,677
+1,070
| +176% | +$9.77K | 0.01% | 606 |
|
|
2022
Q3 | $6K | Hold |
607
| – | – | ﹤0.01% | 827 |
|
|
2022
Q2 | $6K | Hold |
607
| – | – | ﹤0.01% | 794 |
|
|
2022
Q1 | $7K | Hold |
607
| – | – | ﹤0.01% | 767 |
|
|
2021
Q4 | $8K | Hold |
607
| – | – | ﹤0.01% | 749 |
|
|
2021
Q3 | $8K | Buy |
+607
| New | +$8K | 0.01% | 690 |
|