Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,739
| Closed | -$15K | – | 803 |
|
|
2023
Q1 | $15K | Buy |
1,739
+49
| +3% | +$424 | 0.01% | 296 |
|
|
2022
Q4 | $14.5K | Buy |
1,690
+68
| +4% | +$585 | 0.01% | 290 |
|
|
2022
Q3 | $15K | Buy |
1,622
+57
| +4% | +$527 | 0.01% | 285 |
|
|
2022
Q2 | $15K | Buy |
1,565
+50
| +3% | +$479 | 0.02% | 275 |
|
|
2022
Q1 | $18K | Buy |
1,515
+36
| +2% | +$428 | 0.02% | 258 |
|
|
2021
Q4 | $19.6K | Buy |
+1,479
| New | +$19.6K | 0.02% | 248 |
|