Shaker Financial Services’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.07M | Sell |
|
|||||
|
2025
Q2 | $3.21M | Buy |
|
|||||
|
2025
Q1 | $2.1M | Buy |
|
|||||
|
2024
Q4 | $1.8M | Sell |
|
|||||
|
2024
Q3 | $2.32M | Buy |
|
|||||
|
2024
Q2 | $2.03M | Buy |
|
|||||
|
2024
Q1 | $1.9M | Buy |
|
|||||
|
2023
Q4 | $1.26M | Buy |
|
|||||
|
2023
Q3 | $654K | Sell |
|
|||||
|
2023
Q2 | $723K | Buy |
|
|||||
|
2023
Q1 | $508K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $584K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $467K | Buy |
|