Next Financial Group’s Western Asset Worldwide Income SBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,571
| Closed | -$53K | – | 2570 |
|
|
2016
Q3 | $53K | Buy |
4,571
+3,905
| +586% | +$45.3K | 0.01% | 921 |
|
|
2016
Q2 | $7K | Hold |
666
| – | – | ﹤0.01% | 1344 |
|
|
2016
Q1 | $6K | Hold |
666
| – | – | ﹤0.01% | 1349 |
|
|
2015
Q4 | $6K | Hold |
666
| – | – | ﹤0.01% | 1359 |
|
|
2015
Q3 | $6K | Hold |
666
| – | – | ﹤0.01% | 1393 |
|
|
2015
Q2 | $7K | Hold |
666
| – | – | ﹤0.01% | 1406 |
|
|
2015
Q1 | $7K | Hold |
666
| – | – | ﹤0.01% | 1409 |
|
|
2014
Q4 | $8K | Sell |
666
-700
| -51% | -$8.41K | ﹤0.01% | 1360 |
|
|
2014
Q3 | $17K | Buy |
+1,366
| New | +$17K | ﹤0.01% | 1521 |
|