Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
12,068
-57
| -0.5% | -$499 | 0.01% | 439 |
|
|
2025
Q1 | $107K | Buy |
12,125
+1,768
| +17% | +$15.5K | 0.02% | 380 |
|
|
2024
Q4 | $85.7K | Buy |
+10,357
| New | +$85.7K | 0.01% | 376 |
|
|
2024
Q3 | – | Sell |
-13,566
| Closed | -$115K | – | 563 |
|
|
2024
Q2 | $115K | Buy |
13,566
+180
| +1% | +$1.53K | 0.02% | 470 |
|
|
2024
Q1 | $116K | Buy |
13,386
+290
| +2% | +$2.5K | 0.02% | 475 |
|
|
2023
Q4 | $114K | Sell |
13,096
-35
| -0.3% | -$303 | 0.02% | 449 |
|
|
2023
Q3 | $108K | Buy |
13,131
+1,846
| +16% | +$15.2K | 0.02% | 414 |
|
|
2023
Q2 | $100K | Buy |
11,285
+46
| +0.4% | +$408 | 0.02% | 431 |
|
|
2023
Q1 | $103K | Buy |
11,239
+683
| +6% | +$6.25K | 0.02% | 438 |
|
|
2022
Q4 | $96.4K | Buy |
+10,556
| New | +$96.4K | 0.02% | 402 |
|
|
2021
Q1 | – | Sell |
-2,555
| Closed | -$32K | – | 1941 |
|
|
2020
Q4 | $32K | Buy |
+2,555
| New | +$32K | 0.01% | 977 |
|