Shaker Financial Services’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
26,623
+14,411
| +118% | +$240K | 0.16% | 113 |
|
|
2025
Q1 | $203K | Sell |
12,212
-86
| -0.7% | -$1.43K | 0.08% | 146 |
|
|
2024
Q4 | $201K | Buy |
+12,298
| New | +$201K | 0.08% | 165 |
|
|
2021
Q1 | – | Sell |
-9,635
| Closed | -$215K | – | 174 |
|
|
2020
Q4 | $215K | Buy |
+9,635
| New | +$215K | 0.09% | 150 |
|
|
2013
Q4 | – | Sell |
-19,717
| Closed | -$387K | – | 172 |
|
|
2013
Q3 | $387K | Buy |
+19,717
| New | +$387K | 0.29% | 113 |
|