APWA
WIW
Atlas Private Wealth Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-277,540
| Closed | -$2.46M | – | 194 |
|
|
2023
Q2 | $2.46M | Buy |
277,540
+190,039
| +217% | +$1.68M | 0.5% | 35 |
|
|
2023
Q1 | $801K | Buy |
87,501
+6,600
| +8% | +$60.4K | 0.37% | 56 |
|
|
2022
Q4 | $739K | Sell |
80,901
-1,200
| -1% | -$11K | 0.39% | 58 |
|
|
2022
Q3 | $745K | Buy |
82,101
+2,010
| +3% | +$18.2K | 0.45% | 51 |
|
|
2022
Q2 | $843K | Sell |
80,091
-40,369
| -34% | -$425K | 0.51% | 44 |
|
|
2022
Q1 | $1.45M | Buy |
120,460
+22,785
| +23% | +$274K | 0.64% | 34 |
|
|
2021
Q4 | $1.33M | Hold |
97,675
| – | – | 0.61% | 43 |
|
|
2021
Q3 | $1.3M | Hold |
97,675
| – | – | 0.68% | 28 |
|
|
2021
Q2 | $1.28M | Sell |
97,675
-2,290
| -2% | -$30K | 0.69% | 28 |
|
|
2021
Q1 | $1.22M | Hold |
99,965
| – | – | 0.68% | 31 |
|
|
2020
Q4 | $1.24M | Sell |
99,965
-2,700
| -3% | -$33.5K | 0.83% | 25 |
|
|
2020
Q3 | $1.15M | Sell |
102,665
-960
| -0.9% | -$10.8K | 0.96% | 22 |
|
|
2020
Q2 | $1.14M | Buy |
+103,625
| New | +$1.14M | 1.01% | 21 |
|