Shaker Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
32,873
-14,623
| -31% | -$175K | 0.14% | 117 |
|
|
2025
Q1 | $556K | Sell |
47,496
-3,001
| -6% | -$35.1K | 0.22% | 112 |
|
|
2024
Q4 | $572K | Buy |
+50,497
| New | +$572K | 0.22% | 122 |
|
|
2022
Q1 | – | Sell |
-27,667
| Closed | -$484K | – | 164 |
|
|
2021
Q4 | $484K | Sell |
27,667
-37,875
| -58% | -$663K | 0.17% | 119 |
|
|
2021
Q3 | $1.18M | Buy |
65,542
+15,588
| +31% | +$281K | 0.47% | 66 |
|
|
2021
Q2 | $929K | Sell |
49,954
-31,080
| -38% | -$578K | 0.34% | 93 |
|
|
2021
Q1 | $1.43M | Buy |
81,034
+54,821
| +209% | +$965K | 0.57% | 66 |
|
|
2020
Q4 | $474K | Buy |
26,213
+13,007
| +98% | +$235K | 0.2% | 122 |
|
|
2020
Q3 | $219K | Buy |
+13,206
| New | +$219K | 0.12% | 141 |
|
|
2019
Q4 | – | Sell |
-24,855
| Closed | -$433K | – | 156 |
|
|
2019
Q3 | $433K | Sell |
24,855
-50,604
| -67% | -$882K | 0.22% | 102 |
|
|
2019
Q2 | $1.29M | Buy |
+75,459
| New | +$1.29M | 0.67% | 46 |
|
|
2018
Q4 | – | Sell |
-32,127
| Closed | -$520K | – | 133 |
|
|
2018
Q3 | $520K | Buy |
+32,127
| New | +$520K | 0.25% | 89 |
|
|
2018
Q2 | – | Sell |
-14,964
| Closed | -$250K | – | 120 |
|
|
2018
Q1 | $250K | Buy |
+14,964
| New | +$250K | 0.12% | 99 |
|
|
2017
Q3 | – | Sell |
-35,422
| Closed | -$631K | – | 110 |
|
|
2017
Q2 | $631K | Sell |
35,422
-20,904
| -37% | -$372K | 0.35% | 67 |
|
|
2017
Q1 | $981K | Buy |
56,326
+8,580
| +18% | +$149K | 0.56% | 58 |
|
|
2016
Q4 | $817K | Buy |
47,746
+37,703
| +375% | +$645K | 0.48% | 63 |
|
|
2016
Q3 | $178K | Buy |
+10,043
| New | +$178K | 0.12% | 105 |
|
|
2013
Q4 | – | Sell |
-35,451
| Closed | -$631K | – | 167 |
|
|
2013
Q3 | $631K | Hold |
35,451
| – | – | 0.47% | 80 |
|
|
2013
Q2 | $644K | Buy |
+35,451
| New | +$644K | 0.47% | 72 |
|