FM
WDI

Family Management’s Western Asset Diversified Income Fund WDI Stock Holding History

Family Management’s Portfolio WDI Stock Details WDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-24,508
Closed -$330K – 174
2023
Q2 		$330K Sell
24,508
-57
-0.2% -$768 0.07% 103
2023
Q1 		$327K Sell
24,565
-43,605
-64% -$580K 0.08% 89
2022
Q4 		$866K Buy
68,170
+13,713
+25% +$174K 0.21% 71
2022
Q3 		$685K Buy
+54,457
New +$685K 0.18% 70