IFP Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-600
| Closed | -$8.67K | – | 3357 |
|
|
2024
Q1 | $8.67K | Hold |
600
| – | – | ﹤0.01% | 2287 |
|
|
2023
Q4 | $8.46K | Hold |
600
| – | – | ﹤0.01% | 2250 |
|
|
2023
Q3 | $7.94K | Hold |
600
| – | – | ﹤0.01% | 2345 |
|
|
2023
Q2 | $8.08K | Buy |
+600
| New | +$8.08K | ﹤0.01% | 2365 |
|
|
2023
Q1 | – | Sell |
-228
| Closed | -$5K | – | 4444 |
|
|
2022
Q4 | $5K | Buy |
228
+36
| +19% | +$789 | ﹤0.01% | 3825 |
|
|
2022
Q3 | $4K | Buy |
192
+72
| +60% | +$1.5K | ﹤0.01% | 4163 |
|
|
2022
Q2 | $2K | Hold |
120
| – | – | ﹤0.01% | 4212 |
|
|
2022
Q1 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 4212 |
|