GWM
PAI

Geneos Wealth Management’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Geneos Wealth Management’s Portfolio PAI Stock Details PAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
2019
Q2 		$20K Buy
2019
Q1 		$20K Buy
2018
Q4 		$18K Hold
2018
Q3 		$18K Hold
2018
Q2 		$19K Hold
2018
Q1 		$19K Hold
2017
Q4 		$21K Buy