Doliver Advisors’s Western Asset Premier Bond Fund WEA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-17,998
| Closed | -$249K | – | 334 |
|
2017
Q3 | $249K | Buy |
+17,998
| New | +$249K | 0.11% | 181 |
|
2017
Q1 | – | Sell |
-16,385
| Closed | -$212K | – | 278 |
|
2016
Q4 | $212K | Buy |
+16,385
| New | +$212K | 0.18% | 166 |
|
2015
Q2 | – | Sell |
-26,489
| Closed | -$369K | – | 324 |
|
2015
Q1 | $369K | Buy |
+26,489
| New | +$369K | 0.24% | 137 |
|
2013
Q4 | – | Sell |
-28,160
| Closed | -$398K | – | 334 |
|
2013
Q3 | $398K | Buy |
+28,160
| New | +$398K | 0.24% | 167 |
|