Cetera Investment Advisers’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 | $457K | Buy |
30,768
+3,025
| +11% | +$44.9K | ﹤0.01% | 3038 |
|
2025
Q1 | $401K | Sell |
27,743
-6,744
| -20% | -$97.5K | ﹤0.01% | 3034 |
|
2024
Q4 | $491K | Buy |
34,487
+3,255
| +10% | +$46.4K | ﹤0.01% | 2692 |
|
2024
Q3 | $490K | Buy |
31,232
+8,851
| +40% | +$139K | ﹤0.01% | 2668 |
|
2024
Q2 | $323K | Sell |
22,381
-763
| -3% | -$11K | ﹤0.01% | 2968 |
|
2024
Q1 | $334K | Buy |
+23,144
| New | +$334K | ﹤0.01% | 2939 |
|