Cambridge Investment Research 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
+12,000
| New | +$105K | ﹤0.01% | 3465 |
|
|
2023
Q1 | – | Sell |
-15,871
| Closed | -$145K | – | 3265 |
|
|
2022
Q4 | $145K | Buy |
+15,871
| New | +$145K | ﹤0.01% | 2842 |
|
|
2022
Q1 | – | Sell |
-12,686
| Closed | -$172K | – | 3325 |
|
|
2021
Q4 | $172K | Buy |
+12,686
| New | +$172K | ﹤0.01% | 2930 |
|
|
2021
Q3 | – | Sell |
-11,614
| Closed | -$152K | – | 3218 |
|
|
2021
Q2 | $152K | Sell |
11,614
-2,227
| -16% | -$29.1K | ﹤0.01% | 2897 |
|
|
2021
Q1 | $168K | Buy |
+13,841
| New | +$168K | ﹤0.01% | 2676 |
|
|
2020
Q3 | – | Sell |
-30,419
| Closed | -$333K | – | 2605 |
|
|
2020
Q2 | $333K | Sell |
30,419
-10,096
| -25% | -$111K | ﹤0.01% | 1802 |
|
|
2020
Q1 | $387K | Buy |
+40,515
| New | +$387K | ﹤0.01% | 1524 |
|
|
2018
Q4 | – | Sell |
-10,939
| Closed | -$119K | – | 2293 |
|
|
2018
Q3 | $119K | Sell |
10,939
-103,028
| -90% | -$1.12M | ﹤0.01% | 2136 |
|
|
2018
Q2 | $1.27M | Sell |
113,967
-4,841
| -4% | -$54K | 0.01% | 861 |
|
|
2018
Q1 | $1.35M | Buy |
118,808
+22,626
| +24% | +$256K | 0.02% | 789 |
|
|
2017
Q4 | $1.1M | Buy |
+96,182
| New | +$1.1M | 0.01% | 854 |
|
|
2016
Q2 | – | Sell |
-12,762
| Closed | -$141K | – | 1682 |
|
|
2016
Q1 | $141K | Sell |
12,762
-5,200
| -29% | -$57.5K | ﹤0.01% | 1468 |
|
|
2015
Q4 | $185K | Buy |
17,962
+851
| +5% | +$8.77K | ﹤0.01% | 1396 |
|
|
2015
Q3 | $178K | Buy |
+17,111
| New | +$178K | 0.01% | 1284 |
|