Foresight Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,256
| Closed | -$92K | – | 105 |
|
|
2022
Q3 | $92K | Buy |
10,256
+184
| +2% | +$1.65K | 0.02% | 105 |
|
|
2022
Q2 | $99K | Buy |
+10,072
| New | +$99K | 0.02% | 108 |
|
|
2022
Q1 | – | Sell |
-28,638
| Closed | -$379K | – | 125 |
|
|
2021
Q4 | $379K | Buy |
28,638
+4,714
| +20% | +$62.4K | ﹤0.01% | 90 |
|
|
2021
Q3 | $330K | Buy |
23,924
+6,532
| +38% | +$90.1K | 0.07% | 92 |
|
|
2021
Q2 | $243K | Buy |
+17,392
| New | +$243K | 0.05% | 105 |
|