IWP
WEA
Insight Wealth Partners’s Western Asset Premier Bond Fund WEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Buy |
91,513
+750
| +0.8% | +$8.14K | 0.39% | 42 |
|
|
2025
Q1 | $1.02M | Buy |
90,763
+1,999
| +2% | +$22.4K | 0.17% | 39 |
|
|
2024
Q4 | $956K | Buy |
88,764
+4,469
| +5% | +$48.1K | 0.13% | 39 |
|
|
2024
Q3 | $951K | Buy |
84,295
+1,451
| +2% | +$16.4K | 0.19% | 39 |
|
|
2024
Q2 | $869K | Sell |
82,844
-1,950
| -2% | -$20.5K | 0.15% | 33 |
|
|
2024
Q1 | $902K | Sell |
84,794
-2,145
| -2% | -$22.8K | 0.16% | 33 |
|
|
2023
Q4 | $939K | Sell |
86,939
-1,190
| -1% | -$12.9K | 0.16% | 32 |
|
|
2023
Q3 | $889K | Buy |
88,129
+1,401
| +2% | +$14.1K | 0.17% | 27 |
|
|
2023
Q2 | $884K | Buy |
86,728
+8,487
| +11% | +$86.5K | 0.2% | 32 |
|
|
2023
Q1 | $798K | Buy |
78,241
+2,739
| +4% | +$27.9K | 0.18% | 30 |
|
|
2022
Q4 | $803K | Sell |
75,502
-3,441
| -4% | -$36.6K | 0.6% | 25 |
|
|
2022
Q3 | $773K | Sell |
78,943
-5,301
| -6% | -$51.9K | 0.73% | 26 |
|
|
2022
Q2 | $891K | Buy |
84,244
+1,787
| +2% | +$18.9K | 0.67% | 27 |
|
|
2022
Q1 | $989K | Buy |
82,457
+11,021
| +15% | +$132K | 0.55% | 29 |
|
|
2021
Q4 | $1.02M | Buy |
71,436
+17,667
| +33% | +$253K | 0.19% | 25 |
|
|
2021
Q3 | $759K | Buy |
53,769
+41,627
| +343% | +$588K | 0.41% | 29 |
|
|
2021
Q2 | $179K | Buy |
+12,142
| New | +$179K | 0.1% | 53 |
|