Larson Financial Group’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53K | Hold |
665
| – | – | ﹤0.01% | 2030 |
|
|
2025
Q1 | $5.55K | Hold |
665
| – | – | ﹤0.01% | 1844 |
|
|
2024
Q4 | $5.32K | Hold |
665
| – | – | ﹤0.01% | 1640 |
|
|
2024
Q3 | $5.88K | Hold |
665
| – | – | ﹤0.01% | 1630 |
|
|
2024
Q2 | $5.49K | Hold |
665
| – | – | ﹤0.01% | 1420 |
|
|
2024
Q1 | $5.64K | Hold |
665
| – | – | ﹤0.01% | 1164 |
|
|
2023
Q4 | $5.56K | Hold |
665
| – | – | ﹤0.01% | 1155 |
|
|
2023
Q3 | $4.99K | Sell |
665
-2,456
| -79% | -$18.4K | ﹤0.01% | 1180 |
|
|
2023
Q2 | $25.1K | Hold |
3,121
| – | – | ﹤0.01% | 680 |
|
|
2023
Q1 | $24.8K | Hold |
3,121
| – | – | ﹤0.01% | 687 |
|
|
2022
Q4 | $25.4K | Hold |
3,121
| – | – | ﹤0.01% | 640 |
|
|
2022
Q3 | $24K | Buy |
+3,121
| New | +$24K | ﹤0.01% | 586 |
|