Creative Financial Designs’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
38,573
| – | – | 0.02% | 386 |
|
|
2025
Q1 | $322K | Hold |
38,573
| – | – | 0.03% | 350 |
|
|
2024
Q4 | $309K | Sell |
38,573
-971
| -2% | -$7.77K | 0.03% | 364 |
|
|
2024
Q3 | $338K | Hold |
39,544
| – | – | 0.03% | 346 |
|
|
2024
Q2 | $317K | Sell |
39,544
-917
| -2% | -$7.35K | 0.03% | 343 |
|
|
2024
Q1 | $329K | Hold |
40,461
| – | – | 0.03% | 321 |
|
|
2023
Q4 | $329K | Hold |
40,461
| – | – | 0.03% | 299 |
|
|
2023
Q3 | $316K | Buy |
40,461
+7,171
| +22% | +$56.1K | 0.04% | 275 |
|
|
2023
Q2 | $275K | Buy |
33,290
+13,682
| +70% | +$113K | 0.03% | 293 |
|
|
2023
Q1 | $170K | Buy |
+19,608
| New | +$170K | 0.02% | 360 |
|