Proficio Capital Partners’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-38,123
| Closed | -$686K | – | 1296 |
|
2017
Q4 | $686K | Sell |
38,123
-1,230
| -3% | -$22.1K | 0.22% | 76 |
|
2017
Q3 | $717K | Hold |
39,353
| – | – | 0.29% | 71 |
|
2017
Q2 | $715K | Sell |
39,353
-10,685
| -21% | -$194K | 0.3% | 70 |
|
2017
Q1 | $893K | Buy |
50,038
+145
| +0.3% | +$2.59K | 0.39% | 65 |
|
2016
Q4 | $854K | Hold |
49,893
| – | – | 0.36% | 60 |
|
2016
Q3 | $883K | Buy |
49,893
+4,373
| +10% | +$77.4K | 0.51% | 57 |
|
2016
Q2 | $803K | Buy |
45,520
+3,226
| +8% | +$56.9K | 0.5% | 60 |
|
2016
Q1 | $697K | Buy |
42,294
+17,903
| +73% | +$295K | 0.58% | 53 |
|
2015
Q4 | $385K | Buy |
+24,391
| New | +$385K | 0.38% | 64 |
|