Shaker Financial Services’s Western Asset Diversified Income Fund WDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $626K | Sell |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $573K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $769K | Buy |
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|
2023
Q1 | $643K | Sell |
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|
2022
Q4 | $877K | Sell |
|
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.8M | Buy |
|