Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-451
| Closed | -$5K | – | 1738 |
|
|
2019
Q2 | $5K | Hold |
451
| – | – | ﹤0.01% | 1222 |
|
|
2019
Q1 | $4K | Hold |
451
| – | – | ﹤0.01% | 1182 |
|
|
2018
Q4 | $4K | Hold |
451
| – | – | ﹤0.01% | 1104 |
|
|
2018
Q3 | $4K | Hold |
451
| – | – | ﹤0.01% | 1137 |
|
|
2018
Q2 | $5K | Hold |
451
| – | – | ﹤0.01% | 1067 |
|
|
2018
Q1 | $5K | Hold |
451
| – | – | ﹤0.01% | 1045 |
|
|
2017
Q4 | $5K | Hold |
451
| – | – | ﹤0.01% | 1012 |
|
|
2017
Q3 | $5K | Hold |
451
| – | – | ﹤0.01% | 994 |
|
|
2017
Q2 | $4K | Hold |
451
| – | – | ﹤0.01% | 1040 |
|
|
2017
Q1 | $5K | Hold |
451
| – | – | ﹤0.01% | 997 |
|
|
2016
Q4 | $5K | Hold |
451
| – | – | ﹤0.01% | 950 |
|
|
2016
Q3 | $5K | Hold |
451
| – | – | ﹤0.01% | 960 |
|
|
2016
Q2 | $5K | Hold |
451
| – | – | ﹤0.01% | 935 |
|
|
2016
Q1 | $4K | Buy |
+451
| New | +$4K | ﹤0.01% | 960 |
|