Carson Wealth (CWM LLC)’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
37
| – | – | ﹤0.01% | 5325 |
|
|
2025
Q1 | $0 | Hold |
37
| – | – | ﹤0.01% | 5221 |
|
|
2024
Q4 | $0 | Hold |
37
| – | – | ﹤0.01% | 5194 |
|
|
2024
Q3 | $0 | Buy |
+37
| New | – | ﹤0.01% | 5193 |
|
|
2023
Q1 | – | Sell |
-1,830
| Closed | -$16K | – | 4350 |
|
|
2022
Q4 | $16K | Buy |
+1,830
| New | +$16K | ﹤0.01% | 2532 |
|
|
2022
Q3 | – | Sell |
-4,569
| Closed | -$45K | – | 4192 |
|
|
2022
Q2 | $45K | Buy |
+4,569
| New | +$45K | ﹤0.01% | 1679 |
|
|
2019
Q1 | – | Sell |
-6,897
| Closed | -$73K | – | 3273 |
|
|
2018
Q4 | $73K | Buy |
+6,897
| New | +$73K | ﹤0.01% | 785 |
|
|
2016
Q4 | – | Sell |
-3,100
| Closed | -$35K | – | 1193 |
|
|
2016
Q3 | $35K | Buy |
+3,100
| New | +$35K | ﹤0.01% | 478 |
|