Peachtree Investment Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-17,509
| Closed | -$196K | – | 257 |
|
|
2015
Q2 | $196K | Sell |
17,509
-3,710
| -17% | -$41.5K | 0.15% | 126 |
|
|
2015
Q1 | $241K | Sell |
21,219
-34,029
| -62% | -$386K | 0.17% | 116 |
|
|
2014
Q4 | $624K | Sell |
55,248
-65,565
| -54% | -$741K | 0.42% | 70 |
|
|
2014
Q3 | $1.4M | Sell |
120,813
-18,700
| -13% | -$217K | 0.94% | 24 |
|
|
2014
Q2 | $1.72M | Sell |
139,513
-35,999
| -21% | -$443K | 1.15% | 22 |
|
|
2014
Q1 | $2.04M | Sell |
175,512
-11,471
| -6% | -$133K | 1.39% | 17 |
|
|
2013
Q4 | $2.11M | Buy |
+186,983
| New | +$2.11M | 1.44% | 19 |
|