CAS
WDI

Coppell Advisory Solutions’s Western Asset Diversified Income Fund WDI Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-3,540
Closed -$50.3K – 1864
2024
Q4 		$50.3K Buy
3,540
+1,550
+78% +$22K 0.01% 584
2024
Q3 		$29.7K Hold
1,990
– – ﹤0.01% 714
2024
Q2 		$28.7K Buy
+1,990
New +$28.7K ﹤0.01% 649
2023
Q4 		$26.7K Buy
+1,990
New +$26.7K 0.01% 652