Spire Wealth Management’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
Q3 | – | Sell |
-2,000
| Closed | -$21K | – | 2629 |
|
|
2022
Q2 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 1658 |
|
|
2022
Q1 | $24K | Hold |
2,000
| – | – | ﹤0.01% | 1746 |
|
|
2021
Q4 | $27K | Sell |
2,000
-2,000
| -50% | -$27K | ﹤0.01% | 2013 |
|
|
2021
Q3 | $53K | Sell |
4,000
-9,200
| -70% | -$122K | ﹤0.01% | 1456 |
|
|
2021
Q2 | $173K | Hold |
13,200
| – | – | ﹤0.01% | 986 |
|
|
2021
Q1 | $161K | Buy |
+13,200
| New | +$161K | ﹤0.01% | 1167 |
|