Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-12,750
| Closed | -$144K | – | 256 |
|
|
2015
Q2 | $144K | Sell |
12,750
-10,754
| -46% | -$121K | 0.11% | 137 |
|
|
2015
Q1 | $271K | Sell |
23,504
-29,197
| -55% | -$337K | 0.19% | 111 |
|
|
2014
Q4 | $611K | Sell |
52,701
-15,820
| -23% | -$183K | 0.41% | 73 |
|
|
2014
Q3 | $791K | Sell |
68,521
-18,500
| -21% | -$214K | 0.53% | 54 |
|
|
2014
Q2 | $1.06M | Sell |
87,021
-1,737
| -2% | -$21.2K | 0.71% | 39 |
|
|
2014
Q1 | $1.03M | Buy |
88,758
+6,870
| +8% | +$80K | 0.7% | 38 |
|
|
2013
Q4 | $935K | Buy |
+81,888
| New | +$935K | 0.64% | 40 |
|