Fortis Group Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.27K | Hold |
866
| – | – | ﹤0.01% | 354 |
|
2025
Q1 | $7.23K | Hold |
866
| – | – | ﹤0.01% | 321 |
|
2024
Q4 | $6.93K | Hold |
866
| – | – | ﹤0.01% | 334 |
|
2024
Q3 | $7.4K | Hold |
866
| – | – | ﹤0.01% | 325 |
|
2024
Q2 | $6.94K | Hold |
866
| – | – | ﹤0.01% | 328 |
|
2024
Q1 | $7.05K | Sell |
866
-866
| -50% | -$7.05K | ﹤0.01% | 344 |
|
2023
Q4 | $14.1K | Buy |
1,732
+866
| +100% | +$7.03K | ﹤0.01% | 266 |
|
2023
Q3 | $6.77K | Buy |
+866
| New | +$6.77K | ﹤0.01% | 258 |
|
2020
Q3 | $10K | Buy |
+866
| New | +$10K | ﹤0.01% | 290 |
|