SFS
WIW

Sowell Financial Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

Sowell Financial Services’s Portfolio WIW Stock Details WIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$141K Hold
16,633
– – 0.01% 1080
2025
Q4 		$143K Sell
16,633
-333
-2% -$2.93K 0.01% 1061
2025
Q3 		$151K Hold
16,966
– – 0.01% 1020
2025
Q2 		$149K Sell
16,966
-834
-5% -$7.16K 0.01% 989
2025
Q1 		$156K Buy
+17,800
New +$153K 0.01% 952
2023
Q2 		– Sell
-17,800
Closed -$163K – 841
2023
Q1 		$163K Buy
+17,800
New +$166K 0.01% 702
2021
Q2 		– Sell
-123
Closed -$2K – 2735
2021
Q1 		$2K Buy
123
+48
+64% +$590 ﹤0.01% 2863
2020
Q4 		$1K Buy
75
+18
+32% +$211 ﹤0.01% 2634
2020
Q3 		$1K Buy
57
+30
+111% +$341 ﹤0.01% 2450
2020
Q2 		$0 Buy
27
+12
+80% +$126 ﹤0.01% 2685
2020
Q1 		$0 Sell
15
-4
-21% -$45 ﹤0.01% 2721
2019
Q4 		$0 Buy
+19
New +$212 ﹤0.01% 2671

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