SeaCrest Wealth Management’s Western Asset Diversified Income Fund WDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
15,423
-200
| -1% | -$2.97K | 0.02% | 530 |
|
|
2025
Q1 | $226K | Sell |
15,623
-660
| -4% | -$9.54K | 0.03% | 583 |
|
|
2024
Q4 | $232K | Buy |
16,283
+1,637
| +11% | +$23.3K | 0.02% | 575 |
|
|
2024
Q3 | $230K | Buy |
14,646
+1,283
| +10% | +$20.1K | 0.02% | 577 |
|
|
2024
Q2 | $193K | Buy |
13,363
+116
| +0.9% | +$1.67K | 0.02% | 581 |
|
|
2024
Q1 | $191K | Buy |
13,247
+1,435
| +12% | +$20.7K | 0.02% | 572 |
|
|
2023
Q4 | $168K | Buy |
11,812
+579
| +5% | +$8.25K | 0.02% | 588 |
|
|
2023
Q3 | $149K | Buy |
11,233
+199
| +2% | +$2.64K | 0.02% | 586 |
|
|
2023
Q2 | $149K | Buy |
11,034
+667
| +6% | +$8.98K | 0.02% | 592 |
|
|
2023
Q1 | $138K | Buy |
+10,367
| New | +$138K | 0.02% | 599 |
|