Integrated Wealth Concepts’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
193,054
-3,365
| -2% | -$28.3K | 0.02% | 697 |
|
|
2025
Q1 | $1.64M | Sell |
196,419
-3,257
| -2% | -$27.2K | 0.02% | 631 |
|
|
2024
Q4 | $1.6M | Sell |
199,676
-25,473
| -11% | -$204K | 0.02% | 639 |
|
|
2024
Q3 | $1.93M | Sell |
225,149
-5,270
| -2% | -$45.1K | 0.02% | 562 |
|
|
2024
Q2 | $1.85M | Sell |
230,419
-12,379
| -5% | -$99.2K | 0.03% | 529 |
|
|
2024
Q1 | $1.98M | Sell |
242,798
-7,880
| -3% | -$64.1K | 0.03% | 521 |
|
|
2023
Q4 | $2.04M | Buy |
250,678
+3,309
| +1% | +$26.9K | 0.03% | 475 |
|
|
2023
Q3 | $1.93M | Sell |
247,369
-1,395
| -0.6% | -$10.9K | 0.03% | 466 |
|
|
2023
Q2 | $2.05M | Sell |
248,764
-8,861
| -3% | -$73.2K | 0.04% | 451 |
|
|
2023
Q1 | $2.23M | Buy |
257,625
+7,418
| +3% | +$64.2K | 0.05% | 368 |
|
|
2022
Q4 | $2.15M | Buy |
250,207
+22,190
| +10% | +$191K | 0.06% | 302 |
|
|
2022
Q3 | $2.04M | Buy |
228,017
+20,119
| +10% | +$180K | 0.07% | 278 |
|
|
2022
Q2 | $2.03M | Buy |
+207,898
| New | +$2.03M | 0.06% | 278 |
|