CWM
WDI

Centurion Wealth Management’s Western Asset Diversified Income Fund WDI Stock Holding History

Centurion Wealth Management’s Portfolio WDI Stock Details WDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$320K Sell
21,543
-459
-2% -$6.81K 0.09% 169
2025
Q1 		$314K Hold
22,002
– – 0.1% 148
2024
Q4 		$314K Buy
22,002
+2,110
+11% +$30.1K 0.1% 148
2024
Q3 		$312K Buy
+19,892
New +$312K 0.1% 153