D.A. Davidson & Co’s Western Asset Diversified Income Fund WDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $159K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $188K | Sell |
|
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|
2024
Q2 | $176K | Sell |
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|
2024
Q1 | $249K | Buy |
|
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $205K | Buy |
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|
2023
Q1 | $170K | Sell |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $293K | Buy |
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