SHJ
WIW
Sharkey, Howes & Javer’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,900
| Closed | -$44K | – | 231 |
|
|
2017
Q1 | $44K | Hold |
3,900
| – | – | 0.02% | 97 |
|
|
2016
Q4 | $43K | Hold |
3,900
| – | – | 0.03% | 100 |
|
|
2016
Q3 | $44K | Hold |
3,900
| – | – | 0.03% | 96 |
|
|
2016
Q2 | $43K | Hold |
3,900
| – | – | 0.03% | 98 |
|
|
2016
Q1 | $43K | Hold |
3,900
| – | – | 0.03% | 98 |
|
|
2015
Q4 | $40K | Hold |
3,900
| – | – | 0.03% | 112 |
|
|
2015
Q3 | $41K | Hold |
3,900
| – | – | 0.03% | 108 |
|
|
2015
Q2 | $44K | Buy |
3,900
+2,150
| +123% | +$24.3K | 0.03% | 83 |
|
|
2015
Q1 | $20K | Buy |
+1,750
| New | +$20K | 0.01% | 155 |
|