Blue Bell Private Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.7K | Hold |
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|
2025
Q2 | $22.6K | Hold |
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|
2025
Q1 | $22.5K | Hold |
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|
2024
Q4 | $21.6K | Hold |
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|
2024
Q3 | $23K | Hold |
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|
2024
Q2 | $21.6K | Sell |
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|
2024
Q1 | $23.4K | Sell |
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|
2023
Q4 | $25.8K | Hold |
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|
2023
Q3 | $24.8K | Hold |
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|
2023
Q2 | $26.2K | Sell |
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|
2023
Q1 | $37.9K | Sell |
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|
2022
Q4 | $41.6K | Hold |
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|
2022
Q3 | $43K | Sell |
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|
2022
Q2 | $55K | Buy |
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|
2022
Q1 | $65K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $16K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $16K | Hold |
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|
2017
Q3 | $16K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Hold |
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|
2016
Q1 | $1K | Hold |
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|
2015
Q4 | $1K | Hold |
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|
2015
Q3 | $1K | Hold |
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|
2015
Q2 | $1K | Hold |
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|
2015
Q1 | $1K | Hold |
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|
2014
Q4 | $1K | Hold |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Hold |
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|
2013
Q4 | $1K | Buy |
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