KWA
WIW
Kingswood Wealth Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35,139
| Closed | -$291K | – | 834 |
|
|
2024
Q4 | $291K | Buy |
+35,139
| New | +$291K | 0.02% | 620 |
|
|
2024
Q3 | – | Sell |
-33,707
| Closed | -$287K | – | 764 |
|
|
2024
Q2 | $287K | Buy |
33,707
+1,828
| +6% | +$15.6K | 0.03% | 538 |
|
|
2024
Q1 | $275K | Sell |
31,879
-11,498
| -27% | -$99.2K | 0.03% | 507 |
|
|
2023
Q4 | $376K | Buy |
43,377
+18,362
| +73% | +$159K | 0.04% | 410 |
|
|
2023
Q3 | $206K | Buy |
+25,015
| New | +$206K | 0.04% | 385 |
|