Advocacy Wealth Management Services’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-175
| Closed | -$4K | – | 273 |
|
|
2017
Q2 | $4K | Buy |
+175
| New | +$4K | ﹤0.01% | 244 |
|
|
2016
Q4 | – | Sell |
-20,942
| Closed | -$473K | – | 344 |
|
|
2016
Q3 | $473K | Sell |
20,942
-28,400
| -58% | -$641K | 0.18% | 33 |
|
|
2016
Q2 | $1.06M | Sell |
49,342
-25,044
| -34% | -$540K | 0.54% | 27 |
|
|
2016
Q1 | $1.56M | Buy |
+74,386
| New | +$1.56M | 1.08% | 24 |
|