Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
16,966
-834
| -5% | -$7.31K | 0.01% | 989 |
|
|
2025
Q1 | $156K | Buy |
+17,800
| New | +$156K | 0.01% | 952 |
|
|
2023
Q2 | – | Sell |
-17,800
| Closed | -$163K | – | 841 |
|
|
2023
Q1 | $163K | Buy |
+17,800
| New | +$163K | 0.01% | 702 |
|
|
2021
Q2 | – | Sell |
-123
| Closed | -$2K | – | 2741 |
|
|
2021
Q1 | $2K | Buy |
123
+48
| +64% | +$780 | ﹤0.01% | 2863 |
|
|
2020
Q4 | $1K | Buy |
75
+18
| +32% | +$240 | ﹤0.01% | 2634 |
|
|
2020
Q3 | $1K | Buy |
57
+30
| +111% | +$526 | ﹤0.01% | 2450 |
|
|
2020
Q2 | $0 | Buy |
27
+12
| +80% | – | ﹤0.01% | 2700 |
|
|
2020
Q1 | $0 | Sell |
15
-4
| -21% | – | ﹤0.01% | 2731 |
|
|
2019
Q4 | $0 | Buy |
+19
| New | – | ﹤0.01% | 2682 |
|