RBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,486
| Closed | -$109K | – | 220 |
|
|
2021
Q1 | $109K | Buy |
+8,486
| New | +$109K | 0.09% | 73 |
|
|
2020
Q3 | – | Sell |
-13,449
| Closed | -$158K | – | 106 |
|
|
2020
Q2 | $158K | Sell |
13,449
-3,320
| -20% | -$39K | 0.12% | 99 |
|
|
2020
Q1 | $176K | Sell |
16,769
-2,011
| -11% | -$21.1K | 0.15% | 93 |
|
|
2019
Q4 | $229K | Hold |
18,780
| – | – | 0.16% | 95 |
|
|
2019
Q3 | $218K | Sell |
18,780
-240
| -1% | -$2.79K | 0.17% | 91 |
|
|
2019
Q2 | $222K | Sell |
19,020
-6,440
| -25% | -$75.2K | 0.17% | 80 |
|
|
2019
Q1 | $283K | Buy |
+25,460
| New | +$283K | 0.22% | 70 |
|