Blue Bell Private Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $58.6K | Hold |
6,924
| – | – | 0.01% | 395 |
|
|
2025
Q4 | $59.5K | Sell |
6,924
-892
| -11% | -$7.85K | 0.01% | 392 |
|
|
2025
Q3 | $69.5K | Hold |
7,816
| – | – | 0.01% | 360 |
|
|
2025
Q2 | $68.5K | Sell |
7,816
-81
| -1% | -$695 | 0.01% | 354 |
|
|
2025
Q1 | $69.4K | Hold |
7,897
| – | – | 0.01% | 339 |
|
|
2024
Q4 | $65.3K | Hold |
7,897
| – | – | 0.01% | 331 |
|
|
2024
Q3 | $69.8K | Hold |
7,897
| – | – | 0.01% | 320 |
|
|
2024
Q2 | $67.2K | Hold |
7,897
| – | – | 0.01% | 321 |
|
|
2024
Q1 | $68.2K | Hold |
7,897
| – | – | 0.01% | 313 |
|
|
2023
Q4 | $68.5K | Hold |
7,897
| – | – | 0.02% | 279 |
|
|
2023
Q3 | $65K | Sell |
7,897
-2,900
| -27% | -$25.4K | 0.02% | 239 |
|
|
2023
Q2 | $95.7K | Sell |
10,797
-286
| -3% | -$2.6K | 0.03% | 200 |
|
|
2023
Q1 | $101K | Buy |
11,083
+104
| +0.9% | +$968 | 0.03% | 174 |
|
|
2022
Q4 | $100K | Sell |
10,979
-2,472
| -18% | -$23.1K | 0.03% | 162 |
|
|
2022
Q3 | $122K | Sell |
13,451
-1,636
| -11% | -$16.8K | 0.04% | 142 |
|
|
2022
Q2 | $159K | Buy |
15,087
+2,608
| +21% | +$28.6K | 0.05% | 119 |
|
|
2022
Q1 | $150K | Buy |
+12,479
| New | +$155K | 0.04% | 130 |
|
|
2018
Q4 | – | Sell |
-2,798
| Closed | -$30K | – | 225 |
|
|
2018
Q3 | $30K | Hold |
2,798
| – | – | 0.01% | 132 |
|
|
2018
Q2 | $31K | Hold |
2,798
| – | – | 0.01% | 129 |
|
|
2018
Q1 | $31K | Hold |
2,798
| – | – | 0.01% | 140 |
|
|
2017
Q4 | $31K | Buy |
2,798
+1,101
| +65% | +$12.4K | 0.01% | 139 |
|
|
2017
Q3 | $19K | Buy |
+1,697
| New | +$19K | 0.01% | 156 |
|
|
2016
Q4 | – | Sell |
-1,321
| Closed | -$15K | – | 395 |
|
|
2016
Q3 | $15K | Sell |
1,321
-1,100
| -45% | -$12.3K | 0.01% | 323 |
|
|
2016
Q2 | $27K | Hold |
2,421
| – | – | 0.02% | 260 |
|
|
2016
Q1 | $27K | Hold |
2,421
| – | – | 0.02% | 270 |
|
|
2015
Q4 | $25K | Sell |
2,421
-850
| -26% | -$8.84K | 0.02% | 284 |
|
|
2015
Q3 | $34K | Hold |
3,271
| – | – | 0.02% | 263 |
|
|
2015
Q2 | $37K | Hold |
3,271
| – | – | 0.02% | 252 |
|
|
2015
Q1 | $37K | Hold |
3,271
| – | – | 0.02% | 250 |
|
|
2014
Q4 | $36K | Sell |
3,271
-300
| -8% | -$3.44K | 0.02% | 262 |
|
|
2014
Q3 | $41K | Hold |
3,571
| – | – | 0.02% | 249 |
|
|
2014
Q2 | $44K | Sell |
3,571
-1,000
| -22% | -$12K | 0.03% | 234 |
|
|
2014
Q1 | $53K | Hold |
4,571
| – | – | 0.04% | 182 |
|
|
2013
Q4 | $52K | Buy |
+4,571
| New | +$52.5K | 0.04% | 184 |
|
Other funds holding WIW
1CP
PCM
RCM
GC
