Sheaff Brock Investment Advisors’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,500
| Closed | -$168K | – | 508 |
|
|
2022
Q3 | $168K | Hold |
18,500
| – | – | 0.02% | 423 |
|
|
2022
Q2 | $195K | Hold |
18,500
| – | – | 0.02% | 420 |
|
|
2022
Q1 | $222K | Hold |
18,500
| – | – | 0.02% | 437 |
|
|
2021
Q4 | $251K | Hold |
18,500
| – | – | 0.02% | 420 |
|
|
2021
Q3 | $246K | Buy |
18,500
+1,000
| +6% | +$13.3K | 0.02% | 427 |
|
|
2021
Q2 | $229K | Hold |
17,500
| – | – | 0.02% | 428 |
|
|
2021
Q1 | $213K | Hold |
17,500
| – | – | 0.02% | 417 |
|
|
2020
Q4 | $217K | Buy |
17,500
+7,500
| +75% | +$93K | 0.02% | 402 |
|
|
2020
Q3 | $112K | Buy |
+10,000
| New | +$112K | 0.01% | 421 |
|