Journey Strategic Wealth’s Western Asset Diversified Income Fund WDI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$441K Buy
2025
Q2
$326K Sell
2025
Q1
$722K Buy
2024
Q4
$607K Buy
2024
Q3
$239K Sell
2024
Q2
$263K Buy