MW
WDI

Marcum Wealth’s Western Asset Diversified Income Fund WDI Stock Holding History

Marcum Wealth’s Portfolio WDI Stock Details WDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,000
Closed -$275K – 410
2021
Q4 		$275K Hold
15,000
– – 0.04% 276
2021
Q3 		$288K Buy
+15,000
New +$288K 0.05% 242