Atria Wealth Solutions’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,204
| Closed | -$89.2K | – | 1873 |
|
|
2023
Q1 | $89.2K | Sell |
11,204
-1,967
| -15% | -$15.7K | ﹤0.01% | 1757 |
|
|
2022
Q4 | $107K | Sell |
13,171
-2,459
| -16% | -$20K | ﹤0.01% | 1685 |
|
|
2022
Q3 | $119K | Sell |
15,630
-1,404
| -8% | -$10.7K | ﹤0.01% | 1609 |
|
|
2022
Q2 | $143K | Hold |
17,034
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q1 | $172K | Buy |
+17,034
| New | +$172K | ﹤0.01% | 1618 |
|