Envestnet Asset Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $479K | Buy |
56,638
+520
| +0.9% | +$4.47K | ﹤0.01% | 3963 |
|
|
2025
Q4 | $482K | Sell |
56,118
-376
| -0.7% | -$3.31K | ﹤0.01% | 3729 |
|
|
2025
Q3 | $502K | Buy |
56,494
+3,629
| +7% | +$32.1K | ﹤0.01% | 3759 |
|
|
2025
Q2 | $463K | Buy |
52,865
+9,960
| +23% | +$85.5K | ﹤0.01% | 3751 |
|
|
2025
Q1 | $377K | Sell |
42,905
-161,799
| -79% | -$1.39M | ﹤0.01% | 3793 |
|
|
2024
Q4 | $1.69M | Buy |
204,704
+25,885
| +14% | +$224K | ﹤0.01% | 2808 |
|
|
2024
Q3 | $1.58M | Buy |
178,819
+694
| +0.4% | +$5.98K | ﹤0.01% | 2834 |
|
|
2024
Q2 | $1.52M | Buy |
178,125
+9,368
| +6% | +$80K | ﹤0.01% | 2757 |
|
|
2024
Q1 | $1.46M | Buy |
168,757
+157,253
| +1,367% | +$1.35M | ﹤0.01% | 2779 |
|
|
2023
Q4 | $99.7K | Sell |
11,504
-14,419
| -56% | -$121K | ﹤0.01% | 3940 |
|
|
2023
Q3 | $213K | Buy |
+25,923
| New | +$227K | ﹤0.01% | 3718 |
|
|
2022
Q4 | – | Sell |
-41,728
| Closed | -$378K | – | 4084 |
|
|
2022
Q3 | $378K | Buy |
41,728
+4,982
| +14% | +$51.2K | ﹤0.01% | 3215 |
|
|
2022
Q2 | $387K | Sell |
36,746
-4,568
| -11% | -$50.1K | ﹤0.01% | 3207 |
|
|
2022
Q1 | $496K | Sell |
41,314
-15,593
| -27% | -$193K | ﹤0.01% | 3126 |
|
|
2021
Q4 | $773K | Buy |
56,907
+13,630
| +31% | +$184K | ﹤0.01% | 2801 |
|
|
2021
Q3 | $575K | Buy |
43,277
+4,367
| +11% | +$58.1K | ﹤0.01% | 2890 |
|
|
2021
Q2 | $510K | Buy |
38,910
+2,974
| +8% | +$37.9K | ﹤0.01% | 2963 |
|
|
2021
Q1 | $437K | Buy |
35,936
+5,792
| +19% | +$71.2K | ﹤0.01% | 2924 |
|
|
2020
Q4 | $374K | Buy |
30,144
+6,542
| +28% | +$76.6K | ﹤0.01% | 2807 |
|
|
2020
Q3 | $265K | Buy |
23,602
+10,848
| +85% | +$123K | ﹤0.01% | 2791 |
|
|
2020
Q2 | $140K | Buy |
+12,754
| New | +$134K | ﹤0.01% | 2949 |
|
|
2017
Q3 | – | Sell |
-31
| Closed | – | – | 3052 |
|
|
2017
Q2 | $0 | Hold |
31
| – | – | ﹤0.01% | 3140 |
|
|
2017
Q1 | $0 | Buy |
+31
| New | +$346 | ﹤0.01% | 3175 |
|
Other funds holding WIW
1CP
PCM
RCM
GC