MWM
WEA
Melfa Wealth Management’s Western Asset Premier Bond Fund WEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Hold |
17,281
| – | – | 0.12% | 170 |
|
|
2025
Q1 | $194K | Hold |
17,281
| – | – | 0.13% | 168 |
|
|
2024
Q4 | $186K | Hold |
17,281
| – | – | 0.12% | 169 |
|
|
2024
Q3 | $195K | Hold |
17,281
| – | – | 0.13% | 170 |
|
|
2024
Q2 | $181K | Sell |
17,281
-5,000
| -22% | -$52.5K | 0.13% | 167 |
|
|
2024
Q1 | $237K | Hold |
22,281
| – | – | 0.17% | 136 |
|
|
2023
Q4 | $241K | Sell |
22,281
-1,118
| -5% | -$12.1K | 0.23% | 96 |
|
|
2023
Q3 | $236K | Buy |
23,399
+44
| +0.2% | +$444 | 0.26% | 91 |
|
|
2023
Q2 | $238K | Buy |
+23,355
| New | +$238K | 0.24% | 95 |
|