AWM
IGI

Aevitas Wealth Management’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

Aevitas Wealth Management’s Portfolio IGI Stock Details IGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,292
Closed -$131K – 426
2018
Q3 		$131K Buy
6,292
+79
+1% +$1.65K 0.12% 126
2018
Q2 		$130K Buy
6,213
+74
+1% +$1.55K 0.13% 123
2018
Q1 		$131K Buy
6,139
+50
+0.8% +$1.07K 0.13% 122
2017
Q4 		$139K Buy
+6,089
New +$139K 0.13% 116