IFP Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.23K | Hold |
500
| – | – | ﹤0.01% | 3619 |
|
|
2025
Q4 | $4.29K | Hold |
500
| – | – | ﹤0.01% | 3491 |
|
|
2025
Q3 | $4.45K | Hold |
500
| – | – | ﹤0.01% | 3320 |
|
|
2025
Q2 | $4.38K | Hold |
500
| – | – | ﹤0.01% | 3481 |
|
|
2025
Q1 | $4.39K | Hold |
500
| – | – | ﹤0.01% | 2895 |
|
|
2024
Q4 | $4.13K | Hold |
500
| – | – | ﹤0.01% | 2864 |
|
|
2024
Q3 | $4.42K | Hold |
500
| – | – | ﹤0.01% | 2705 |
|
|
2024
Q2 | $4.25K | Hold |
500
| – | – | ﹤0.01% | 2619 |
|
|
2024
Q1 | $4.32K | Sell |
500
-1,130
| -69% | -$9.7K | ﹤0.01% | 2499 |
|
|
2023
Q4 | $14.1K | Hold |
1,630
| – | – | ﹤0.01% | 2056 |
|
|
2023
Q3 | $13.4K | Hold |
1,630
| – | – | ﹤0.01% | 2133 |
|
|
2023
Q2 | $14.4K | Hold |
1,630
| – | – | ﹤0.01% | 2162 |
|
|
2023
Q1 | $18.1K | Sell |
1,630
-509
| -24% | -$4.74K | ﹤0.01% | 2059 |
|
|
2022
Q4 | $25K | Buy |
2,139
+30
| +1% | +$281 | ﹤0.01% | 2732 |
|
|
2022
Q3 | $25K | Buy |
2,109
+19
| +0.9% | +$195 | ﹤0.01% | 2906 |
|
|
2022
Q2 | $25K | Hold |
2,090
| – | – | ﹤0.01% | 2682 |
|
|
2022
Q1 | $25K | Buy |
+2,090
| New | +$25.9K | ﹤0.01% | 2681 |
|
|
2019
Q1 | – | Sell |
-14,404
| Closed | -$146K | – | 3467 |
|
|
2018
Q4 | $146K | Sell |
14,404
-428
| -3% | -$4.44K | 0.01% | 1005 |
|
|
2018
Q3 | $161K | Buy |
14,832
+1,831
| +14% | +$20.1K | 0.01% | 1201 |
|
|
2018
Q2 | $145K | Sell |
13,001
-1,311
| -9% | -$14.7K | 0.01% | 1265 |
|
|
2018
Q1 | $163K | Hold |
14,312
| – | – | 0.01% | 1087 |
|
|
2017
Q4 | $163K | Buy |
14,312
+586
| +4% | +$6.61K | 0.01% | 1094 |
|
|
2017
Q3 | $155K | Buy |
13,726
+1,327
| +11% | +$14.9K | 0.01% | 1300 |
|
|
2017
Q2 | $137K | Buy |
12,399
+2,184
| +21% | +$24.2K | 0.01% | 1346 |
|
|
2017
Q1 | $114K | Buy |
10,215
+677
| +7% | +$7.55K | 0.01% | 1417 |
|
|
2016
Q4 | $106K | Buy |
9,538
+6
| +0.1% | +$66 | 0.01% | 1416 |
|
|
2016
Q3 | $107K | Buy |
9,532
+6
| +0.1% | +$67 | 0.01% | 1323 |
|
|
2016
Q2 | $106K | Buy |
+9,526
| New | +$105K | 0.01% | 1305 |
|
|
2016
Q1 | – | Sell |
-8,008
| Closed | -$82K | – | 3462 |
|
|
2015
Q4 | $82K | Buy |
+8,008
| New | +$83.3K | 0.01% | 1296 |
|
Other funds holding WIW
1CP
PCM
RCM
GC
