Dakota Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-43,030
| Closed | -$497K | – | 325 |
|
|
2019
Q4 | $497K | Buy |
43,030
+10
| +0% | +$116 | 0.08% | 193 |
|
|
2019
Q3 | $477K | Hold |
43,020
| – | – | 0.08% | 185 |
|
|
2019
Q2 | $483K | Hold |
43,020
| – | – | 0.09% | 179 |
|
|
2019
Q1 | $463K | Hold |
43,020
| – | – | 0.09% | 183 |
|
|
2018
Q4 | $436K | Hold |
43,020
| – | – | 0.1% | 172 |
|
|
2018
Q3 | $466K | Buy |
+43,020
| New | +$466K | 0.1% | 159 |
|