KMS Financial Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.11M | Buy |
96,070
+8,050
| +9% | +$93.3K | 0.16% | 148 |
|
|
2014
Q2 | $1.08M | Buy |
88,020
+45,345
| +106% | +$558K | 0.16% | 146 |
|
|
2014
Q1 | $496K | Sell |
42,675
-7,000
| -14% | -$81.4K | 0.08% | 257 |
|
|
2013
Q4 | $560K | Sell |
49,675
-6,050
| -11% | -$68.2K | 0.09% | 243 |
|
|
2013
Q3 | $646K | Buy |
55,725
+42,175
| +311% | +$489K | 0.16% | 157 |
|
|
2013
Q2 | $161K | Buy |
+13,550
| New | +$161K | 0.05% | 353 |
|