Hara Capital’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,714
| Closed | -$28K | – | 318 |
|
2024
Q4 | $28K | Buy |
+1,714
| New | +$28K | 0.01% | 243 |
|
2024
Q3 | – | Sell |
-204,560
| Closed | -$3.49M | – | 302 |
|
2024
Q2 | $3.49M | Buy |
204,560
+34,665
| +20% | +$592K | 2.24% | 12 |
|
2024
Q1 | $2.94M | Buy |
169,895
+50,044
| +42% | +$865K | 1.76% | 13 |
|
2023
Q4 | $2.11M | Buy |
+119,851
| New | +$2.11M | 1.48% | 16 |
|