Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,071
| Closed | -$54K | – | 1102 |
|
|
2021
Q3 | $54K | Buy |
4,071
+32
| +0.8% | +$424 | 0.02% | 407 |
|
|
2021
Q2 | $53K | Buy |
4,039
+54
| +1% | +$709 | 0.02% | 310 |
|
|
2021
Q1 | $49K | Hold |
3,985
| – | – | 0.02% | 283 |
|
|
2020
Q4 | $49K | Buy |
3,985
+41
| +1% | +$504 | 0.02% | 280 |
|
|
2020
Q3 | $44K | Buy |
3,944
+32
| +0.8% | +$357 | 0.03% | 255 |
|
|
2020
Q2 | $43K | Buy |
3,912
+37
| +1% | +$407 | 0.03% | 245 |
|
|
2020
Q1 | $37K | Buy |
3,875
+38
| +1% | +$363 | 0.03% | 251 |
|
|
2019
Q4 | $44K | Buy |
3,837
+37
| +1% | +$424 | 0.03% | 273 |
|
|
2019
Q3 | $42K | Buy |
3,800
+37
| +1% | +$409 | 0.04% | 260 |
|
|
2019
Q2 | $42K | Buy |
3,763
+37
| +1% | +$413 | 0.04% | 275 |
|
|
2019
Q1 | $39K | Buy |
3,726
+37
| +1% | +$387 | 0.03% | 236 |
|
|
2018
Q4 | $37K | Buy |
+3,689
| New | +$37K | 0.03% | 223 |
|