Sowell 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 | $718K | Sell |
60,850
-3,500
| -5% | -$41.3K | 0.03% | 510 |
|
|
2025
Q1 | $745K | Hold |
64,350
| – | – | 0.03% | 480 |
|
|
2024
Q4 | $729K | Hold |
64,350
| – | – | 0.04% | 365 |
|
|
2024
Q3 | $836K | Hold |
64,350
| – | – | 0.04% | 369 |
|
|
2024
Q2 | $794K | Hold |
64,350
| – | – | 0.04% | 367 |
|
|
2024
Q1 | $810K | Sell |
64,350
-1,600
| -2% | -$20.1K | 0.04% | 385 |
|
|
2023
Q4 | $842K | Buy |
65,950
+1,200
| +2% | +$15.3K | 0.05% | 355 |
|
|
2023
Q3 | $774K | Hold |
64,750
| – | – | 0.05% | 345 |
|
|
2023
Q2 | $807K | Hold |
64,750
| – | – | 0.05% | 390 |
|
|
2023
Q1 | $822K | Hold |
64,750
| – | – | 0.06% | 333 |
|
|
2022
Q4 | $827K | Hold |
64,750
| – | – | 0.05% | 344 |
|
|
2022
Q3 | $729K | Hold |
64,750
| – | – | 0.07% | 268 |
|
|
2022
Q2 | $885K | Buy |
64,750
+5,800
| +10% | +$79.3K | 0.08% | 175 |
|
|
2022
Q1 | $876K | Sell |
58,950
-5,800
| -9% | -$86.2K | 0.15% | 98 |
|
|
2021
Q4 | $1.13M | Hold |
64,750
| – | – | 0.06% | 308 |
|
|
2021
Q3 | $1.17M | Hold |
64,750
| – | – | 0.08% | 269 |
|
|
2021
Q2 | $1.2M | Buy |
64,750
+1,600
| +3% | +$29.8K | 0.08% | 275 |
|
|
2021
Q1 | $1.14M | Buy |
+63,150
| New | +$1.14M | 0.04% | 378 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | – | – | 2523 |
|
|
2019
Q4 | $0 | Sell |
8
-14
| -64% | – | ﹤0.01% | 2568 |
|
|
2019
Q3 | $0 | Buy |
+22
| New | – | ﹤0.01% | 2411 |
|