B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,149
| Closed | -$111K | – | 743 |
|
|
2018
Q3 | $111K | Sell |
10,149
-3,525
| -26% | -$38.6K | 0.01% | 683 |
|
|
2018
Q2 | $152K | Hold |
13,674
| – | – | 0.02% | 624 |
|
|
2018
Q1 | $155K | Buy |
13,674
+1,747
| +15% | +$19.8K | 0.02% | 612 |
|
|
2017
Q4 | $136K | Buy |
+11,927
| New | +$136K | 0.02% | 601 |
|
|
2015
Q1 | – | Sell |
-2,304
| Closed | -$26 | – | 1975 |
|
|
2014
Q4 | $26 | Buy |
+2,304
| New | +$26 | ﹤0.01% | 2427 |
|
|
2014
Q3 | – | Sell |
-2,298
| Closed | -$28.3K | – | 1887 |
|
|
2014
Q2 | $28.3K | Buy |
+2,298
| New | +$28.3K | 0.01% | 1295 |
|
|
2014
Q1 | – | Sell |
-11,063
| Closed | -$125K | – | 796 |
|
|
2013
Q4 | $125K | Sell |
11,063
-8,395
| -43% | -$94.9K | 0.04% | 489 |
|
|
2013
Q3 | $226K | Sell |
19,458
-20,828
| -52% | -$242K | 0.08% | 298 |
|
|
2013
Q2 | $477K | Buy |
+40,286
| New | +$477K | 0.16% | 153 |
|