Lido Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $211K | Hold |
14,060
| – | – | ﹤0.01% | 1352 |
|
2025
Q1 | $205K | Buy |
14,060
+4,060
| +41% | +$59.3K | ﹤0.01% | 1276 |
|
2024
Q4 | $143K | Hold |
10,000
| – | – | ﹤0.01% | 1278 |
|
2024
Q3 | $157K | Hold |
10,000
| – | – | ﹤0.01% | 1220 |
|
2024
Q2 | $146K | Hold |
10,000
| – | – | ﹤0.01% | 1174 |
|
2024
Q1 | $146K | Hold |
10,000
| – | – | ﹤0.01% | 1162 |
|
2023
Q4 | $141K | Hold |
10,000
| – | – | ﹤0.01% | 1124 |
|
2023
Q3 | $132K | Hold |
10,000
| – | – | ﹤0.01% | 987 |
|
2023
Q2 | $135K | Buy |
+10,000
| New | +$135K | ﹤0.01% | 997 |
|