CWM
WIW

Centric Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Centric Wealth Management’s Portfolio WIW Stock Details WIW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-37,799
Closed -$323K – 175
2023
Q4 		$323K Buy
+37,799
New +$323K 0.11% 117