IMA Advisory Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-57,080
| Closed | -$639K | – | 173 |
|
|
2015
Q2 | $639K | Hold |
57,080
| – | – | 0.3% | 75 |
|
|
2015
Q1 | $647K | Hold |
57,080
| – | – | 0.31% | 73 |
|
|
2014
Q4 | $645K | Hold |
57,080
| – | – | 0.33% | 72 |
|
|
2014
Q3 | $662K | Hold |
57,080
| – | – | 0.31% | 88 |
|
|
2014
Q2 | $703K | Hold |
57,080
| – | – | 0.32% | 87 |
|
|
2014
Q1 | $664K | Buy |
57,080
+1,230
| +2% | +$14.3K | 0.31% | 89 |
|
|
2013
Q4 | $629K | Hold |
55,850
| – | – | 0.3% | 93 |
|
|
2013
Q3 | $648K | Buy |
55,850
+1,540
| +3% | +$17.9K | 0.32% | 93 |
|
|
2013
Q2 | $644K | Buy |
+54,310
| New | +$644K | 0.35% | 92 |
|