Carson Wealth (CWM LLC)’s Western Asset Diversified Income Fund WDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Buy |
2,216
+24
| +1% | +$357 | ﹤0.01% | 3596 |
|
|
2025
Q1 | $32K | Buy |
2,192
+588
| +37% | +$8.58K | ﹤0.01% | 3347 |
|
|
2024
Q4 | $23K | Hold |
1,604
| – | – | ﹤0.01% | 3354 |
|
|
2024
Q3 | $25K | Buy |
1,604
+1,302
| +431% | +$20.3K | ﹤0.01% | 3234 |
|
|
2024
Q2 | $4K | Hold |
302
| – | – | ﹤0.01% | 4012 |
|
|
2024
Q1 | $4K | Hold |
302
| – | – | ﹤0.01% | 3797 |
|
|
2023
Q4 | $4K | Hold |
302
| – | – | ﹤0.01% | 3643 |
|
|
2023
Q3 | $4K | Hold |
302
| – | – | ﹤0.01% | 3610 |
|
|
2023
Q2 | $4K | Buy |
302
+75
| +33% | +$993 | ﹤0.01% | 3570 |
|
|
2023
Q1 | $3K | Buy |
+227
| New | +$3K | ﹤0.01% | 3577 |
|