Northwestern Mutual Wealth Management’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 | $24.8K | Hold |
2,949
| – | – | ﹤0.01% | 2501 |
|
|
2025
Q1 | $24.6K | Hold |
2,949
| – | – | ﹤0.01% | 2432 |
|
|
2024
Q4 | $23.6K | Hold |
2,949
| – | – | ﹤0.01% | 2446 |
|
|
2024
Q3 | $25.2K | Hold |
2,949
| – | – | ﹤0.01% | 2386 |
|
|
2024
Q2 | $23.6K | Buy |
2,949
+152
| +5% | +$1.22K | ﹤0.01% | 2339 |
|
|
2024
Q1 | $22.8K | Hold |
2,797
| – | – | ﹤0.01% | 2371 |
|
|
2023
Q4 | $22.7K | Hold |
2,797
| – | – | ﹤0.01% | 2355 |
|
|
2023
Q3 | $21.9K | Hold |
2,797
| – | – | ﹤0.01% | 2289 |
|
|
2023
Q2 | $23.1K | Buy |
2,797
+202
| +8% | +$1.67K | ﹤0.01% | 2265 |
|
|
2023
Q1 | $22.4K | Hold |
2,595
| – | – | ﹤0.01% | 2217 |
|
|
2022
Q4 | $22.3K | Hold |
2,595
| – | – | ﹤0.01% | 2214 |
|
|
2022
Q3 | $23K | Hold |
2,595
| – | – | ﹤0.01% | 2169 |
|
|
2022
Q2 | $25K | Sell |
2,595
-9,834
| -79% | -$94.7K | ﹤0.01% | 2159 |
|
|
2022
Q1 | $145K | Hold |
12,429
| – | – | ﹤0.01% | 1559 |
|
|
2021
Q4 | $165K | Hold |
12,429
| – | – | ﹤0.01% | 1514 |
|
|
2021
Q3 | $171K | Buy |
12,429
+1,120
| +10% | +$15.4K | ﹤0.01% | 1411 |
|
|
2021
Q2 | $159K | Hold |
11,309
| – | – | ﹤0.01% | 1411 |
|
|
2021
Q1 | $145K | Sell |
11,309
-4,495
| -28% | -$57.6K | ﹤0.01% | 1346 |
|
|
2020
Q4 | $215K | Hold |
15,804
| – | – | ﹤0.01% | 1124 |
|
|
2020
Q3 | $192K | Sell |
15,804
-635
| -4% | -$7.72K | ﹤0.01% | 1042 |
|
|
2020
Q2 | $194K | Hold |
16,439
| – | – | ﹤0.01% | 982 |
|
|
2020
Q1 | $173K | Buy |
16,439
+6,605
| +67% | +$69.5K | ﹤0.01% | 931 |
|
|
2019
Q4 | $119K | Sell |
9,834
-6,434
| -40% | -$77.9K | ﹤0.01% | 1152 |
|
|
2019
Q3 | $189K | Hold |
16,268
| – | – | ﹤0.01% | 915 |
|
|
2019
Q2 | $190K | Sell |
16,268
-413
| -2% | -$4.82K | ﹤0.01% | 906 |
|
|
2019
Q1 | $187K | Buy |
16,681
+4,905
| +42% | +$55K | ﹤0.01% | 884 |
|
|
2018
Q4 | $125K | Buy |
11,776
+1,942
| +20% | +$20.6K | ﹤0.01% | 934 |
|
|
2018
Q3 | $111K | Sell |
9,834
-1,131
| -10% | -$12.8K | ﹤0.01% | 1010 |
|
|
2018
Q2 | $125K | Sell |
10,965
-1,957
| -15% | -$22.3K | ﹤0.01% | 916 |
|
|
2018
Q1 | $149K | Buy |
12,922
+1,148
| +10% | +$13.2K | ﹤0.01% | 826 |
|
|
2017
Q4 | $139K | Sell |
11,774
-428
| -4% | -$5.05K | ﹤0.01% | 837 |
|
|
2017
Q3 | $141K | Buy |
12,202
+4
| +0% | +$46 | ﹤0.01% | 797 |
|
|
2017
Q2 | $138K | Buy |
12,198
+3
| +0% | +$34 | ﹤0.01% | 779 |
|
|
2017
Q1 | $140K | Buy |
12,195
+4
| +0% | +$46 | ﹤0.01% | 729 |
|
|
2016
Q4 | $140K | Buy |
+12,191
| New | +$140K | ﹤0.01% | 730 |
|
|
2016
Q3 | – | Sell |
-6,721
| Closed | -$77K | – | 1526 |
|
|
2016
Q2 | $77K | Buy |
6,721
+4,372
| +186% | +$50.1K | ﹤0.01% | 807 |
|
|
2016
Q1 | $27K | Hold |
2,349
| – | – | ﹤0.01% | 1087 |
|
|
2015
Q4 | $25K | Buy |
2,349
+1,940
| +474% | +$20.6K | ﹤0.01% | 948 |
|
|
2015
Q3 | $4K | Hold |
409
| – | – | ﹤0.01% | 1323 |
|
|
2015
Q2 | $5K | Hold |
409
| – | – | ﹤0.01% | 1135 |
|
|
2015
Q1 | $5K | Hold |
409
| – | – | ﹤0.01% | 1203 |
|
|
2014
Q4 | $5K | Hold |
409
| – | – | ﹤0.01% | 1305 |
|
|
2014
Q3 | $5K | Hold |
409
| – | – | ﹤0.01% | 1040 |
|
|
2014
Q2 | $5K | Hold |
409
| – | – | ﹤0.01% | 1028 |
|
|
2014
Q1 | $5K | Hold |
409
| – | – | ﹤0.01% | 996 |
|
|
2013
Q4 | $5K | Hold |
409
| – | – | ﹤0.01% | 1069 |
|
|
2013
Q3 | $5K | Sell |
409
-5,170
| -93% | -$63.2K | ﹤0.01% | 1024 |
|
|
2013
Q2 | $67K | Buy |
+5,579
| New | +$67K | ﹤0.01% | 501 |
|