Dakota Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Buy |
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|
2025
Q1 | $888K | Hold |
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|
2024
Q4 | $852K | Hold |
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|
2024
Q3 | $910K | Buy |
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|
2024
Q2 | $846K | Buy |
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|
2024
Q1 | $856K | Hold |
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|
2023
Q4 | $854K | Buy |
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|
2023
Q3 | $752K | Buy |
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|
2023
Q2 | $727K | Buy |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $711K | Buy |
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|
2022
Q3 | $552K | Hold |
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|
2022
Q2 | $603K | Sell |
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|
2022
Q1 | $742K | Sell |
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|
2021
Q4 | $855K | Sell |
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|
2021
Q3 | $921K | Hold |
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|
2021
Q2 | $935K | Sell |
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|
2021
Q1 | $864K | Hold |
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|
2020
Q4 | $921K | Sell |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $604K | Buy |
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|
2019
Q3 | $128K | Buy |
|