Arkadios Wealth Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-551
| Closed | -$7K | – | 1774 |
|
|
2021
Q3 | $7K | Sell |
551
-3,934
| -88% | -$50K | ﹤0.01% | 1539 |
|
|
2021
Q2 | $58K | Buy |
4,485
+3,540
| +375% | +$45.8K | 0.01% | 879 |
|
|
2021
Q1 | $11K | Sell |
945
-294
| -24% | -$3.42K | ﹤0.01% | 1173 |
|
|
2020
Q4 | $15K | Buy |
+1,239
| New | +$15K | ﹤0.01% | 851 |
|
|
2020
Q1 | – | Sell |
-620
| Closed | -$7.3K | – | 1312 |
|
|
2019
Q4 | $7.3K | Buy |
+620
| New | +$7.3K | ﹤0.01% | 645 |
|