Carson Wealth (CWM LLC)’s Western Asset Investment Grade Income Fund PAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
460
| – | – | ﹤0.01% | 4548 |
|
|
2025
Q1 | $6K | Hold |
460
| – | – | ﹤0.01% | 4383 |
|
|
2024
Q4 | $6K | Hold |
460
| – | – | ﹤0.01% | 4137 |
|
|
2024
Q3 | $6K | Buy |
+460
| New | +$6K | ﹤0.01% | 4025 |
|
|
2019
Q1 | – | Sell |
-617
| Closed | -$8K | – | 3151 |
|
|
2018
Q4 | $8K | Buy |
+617
| New | +$8K | ﹤0.01% | 1409 |
|