CWM
IGI

Collaborative Wealth Management’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

Collaborative Wealth Management’s Portfolio IGI Stock Details IGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
2023
Q1 		$273K Sell
2022
Q4 		$268K Hold
2022
Q3 		$252K Hold
2022
Q2 		$278K Buy
2021
Q4 		$361K Buy
2021
Q1 		$309K Buy