Ancora Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-73,000
| Closed | -$767K | – | 1395 |
|
|
2020
Q1 | $767K | Buy |
73,000
+5,000
| +7% | +$52.5K | 0.04% | 353 |
|
|
2019
Q4 | $826K | Hold |
68,000
| – | – | 0.03% | 401 |
|
|
2019
Q3 | $788K | Hold |
68,000
| – | – | 0.03% | 365 |
|
|
2019
Q2 | $792K | Hold |
68,000
| – | – | 0.04% | 333 |
|
|
2019
Q1 | $762K | Hold |
68,000
| – | – | 0.03% | 343 |
|
|
2018
Q4 | $720K | Buy |
68,000
+21,000
| +45% | +$222K | 0.03% | 341 |
|
|
2018
Q3 | $529K | Sell |
47,000
-32,000
| -41% | -$360K | 0.02% | 470 |
|
|
2018
Q2 | $903K | Hold |
79,000
| – | – | 0.04% | 354 |
|
|
2018
Q1 | $910K | Buy |
79,000
+15,000
| +23% | +$173K | 0.04% | 357 |
|
|
2017
Q4 | $754K | Buy |
64,000
+10,000
| +19% | +$118K | 0.04% | 353 |
|
|
2017
Q3 | $624K | Buy |
54,000
+4,500
| +9% | +$52K | 0.04% | 411 |
|
|
2017
Q2 | $559K | Buy |
49,500
+12,500
| +34% | +$141K | 0.04% | 400 |
|
|
2017
Q1 | $426K | Hold |
37,000
| – | – | 0.03% | 448 |
|
|
2016
Q4 | $424K | Buy |
37,000
+27,000
| +270% | +$309K | 0.03% | 433 |
|
|
2016
Q3 | $114K | Buy |
+10,000
| New | +$114K | 0.01% | 505 |
|
|
2013
Q4 | – | Sell |
-10,000
| Closed | -$116K | – | 438 |
|
|
2013
Q3 | $116K | Hold |
10,000
| – | – | 0.02% | 391 |
|
|
2013
Q2 | $120K | Buy |
+10,000
| New | +$120K | 0.02% | 389 |
|