Carson Wealth (CWM LLC)’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Hold |
1,737
| – | – | ﹤0.01% | 4092 |
|
|
2025
Q1 | $15K | Hold |
1,737
| – | – | ﹤0.01% | 3892 |
|
|
2024
Q4 | $14K | Hold |
1,737
| – | – | ﹤0.01% | 3691 |
|
|
2024
Q3 | $15K | Buy |
+1,737
| New | +$15K | ﹤0.01% | 3564 |
|
|
2023
Q1 | – | Sell |
-744
| Closed | -$7K | – | 4351 |
|
|
2022
Q4 | $7K | Buy |
+744
| New | +$7K | ﹤0.01% | 3035 |
|
|
2019
Q1 | – | Sell |
-13,655
| Closed | -$139K | – | 3276 |
|
|
2018
Q4 | $139K | Buy |
+13,655
| New | +$139K | ﹤0.01% | 669 |
|
|
2016
Q4 | – | Sell |
-700
| Closed | -$8K | – | 1194 |
|
|
2016
Q3 | $8K | Buy |
+700
| New | +$8K | ﹤0.01% | 756 |
|