JSW
WDI

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

Journey Strategic Wealth’s Portfolio WDI Stock Details WDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$326K Sell
22,000
-27,971
-56% -$415K 0.01% 397
2025
Q1 		$722K Buy
49,971
+7,400
+17% +$107K 0.03% 173
2024
Q4 		$607K Buy
42,571
+27,350
+180% +$390K 0.02% 187
2024
Q3 		$239K Sell
15,221
-3,000
-16% -$47K 0.01% 408
2024
Q2 		$263K Buy
+18,221
New +$263K 0.01% 285