Allie Family Office’s Western Asset Diversified Income Fund WDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Hold |
10,000
| – | – | 0.07% | 94 |
|
|
2025
Q1 | $145K | Hold |
10,000
| – | – | 0.08% | 95 |
|
|
2024
Q4 | $143K | Hold |
10,000
| – | – | 0.08% | 93 |
|
|
2024
Q3 | $157K | Hold |
10,000
| – | – | 0.08% | 91 |
|
|
2024
Q2 | $144K | Hold |
10,000
| – | – | 0.09% | 82 |
|
|
2024
Q1 | $145K | Hold |
10,000
| – | – | 0.09% | 81 |
|
|
2023
Q4 | $141K | Hold |
10,000
| – | – | 0.1% | 72 |
|
|
2023
Q3 | $132K | Hold |
10,000
| – | – | 0.11% | 64 |
|
|
2023
Q2 | $135K | Hold |
10,000
| – | – | 0.1% | 73 |
|
|
2023
Q1 | $133K | Hold |
10,000
| – | – | 0.1% | 74 |
|
|
2022
Q4 | $127K | Hold |
10,000
| – | – | 0.1% | 77 |
|
|
2022
Q3 | $126K | Hold |
10,000
| – | – | 0.11% | 71 |
|
|
2022
Q2 | $139K | Buy |
+10,000
| New | +$139K | 0.11% | 75 |
|