Meadow Creek Wealth Advisors’s Western Asset Investment Grade Income Fund PAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Hold |
29,266
| – | – | 0.26% | 79 |
|
|
2025
Q1 | $376K | Sell |
29,266
-266
| -0.9% | -$3.42K | 0.28% | 74 |
|
|
2024
Q4 | $369K | Hold |
29,532
| – | – | 0.27% | 80 |
|
|
2024
Q3 | $380K | Sell |
29,532
-170
| -0.6% | -$2.19K | 0.3% | 79 |
|
|
2024
Q2 | $359K | Sell |
29,702
-83
| -0.3% | -$1K | 0.34% | 76 |
|
|
2024
Q1 | $363K | Sell |
29,785
-100
| -0.3% | -$1.22K | 0.25% | 90 |
|
|
2023
Q4 | $360K | Buy |
+29,885
| New | +$360K | 0.35% | 68 |
|
|
2022
Q3 | $373K | Sell |
33,318
-80
| -0.2% | -$896 | 0.49% | 52 |
|
|
2022
Q2 | $403K | Hold |
33,398
| – | – | 0.5% | 53 |
|
|
2022
Q1 | $455K | Buy |
33,398
+4,515
| +16% | +$61.5K | 0.49% | 54 |
|
|
2021
Q4 | $451K | Buy |
+28,883
| New | +$451K | 0.43% | 59 |
|
|
2019
Q4 | $488K | Buy |
+31,437
| New | +$488K | 0.68% | 50 |
|