LPL Financial’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $276K | Buy |
32,819
+2,058
| +7% | +$17.3K | ﹤0.01% | 4718 |
|
2025
Q1 | $257K | Buy |
+30,761
| New | +$257K | ﹤0.01% | 4574 |
|
2015
Q4 | – | Sell |
-12,063
| Closed | -$127K | – | 3252 |
|
2015
Q3 | $127K | Sell |
12,063
-1,309
| -10% | -$13.8K | ﹤0.01% | 2620 |
|
2015
Q2 | $150K | Buy |
13,372
+275
| +2% | +$3.09K | ﹤0.01% | 2696 |
|
2015
Q1 | $152K | Hold |
13,097
| – | – | ﹤0.01% | 2616 |
|
2014
Q4 | $152K | Sell |
13,097
-778
| -6% | -$9.03K | ﹤0.01% | 2563 |
|
2014
Q3 | $161K | Buy |
13,875
+800
| +6% | +$9.28K | ﹤0.01% | 2525 |
|
2014
Q2 | $160K | Sell |
13,075
-2,420
| -16% | -$29.6K | ﹤0.01% | 2539 |
|
2014
Q1 | $181K | Buy |
15,495
+1,100
| +8% | +$12.8K | ﹤0.01% | 2475 |
|
2013
Q4 | $164K | Sell |
14,395
-7,628
| -35% | -$86.9K | ﹤0.01% | 2492 |
|
2013
Q3 | $252K | Sell |
22,023
-6,166
| -22% | -$70.6K | ﹤0.01% | 2145 |
|
2013
Q2 | $337K | Buy |
+28,189
| New | +$337K | ﹤0.01% | 1825 |
|