Steward Partners Investment Advisory’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.6K | Sell |
5,000
-1,452
| -23% | -$12.1K | ﹤0.01% | 2565 |
|
|
2025
Q1 | $53.9K | Buy |
+6,452
| New | +$53.9K | ﹤0.01% | 2346 |
|
|
2024
Q3 | – | Sell |
-320
| Closed | -$2.64K | – | 3759 |
|
|
2024
Q2 | $2.64K | Buy |
+320
| New | +$2.64K | ﹤0.01% | 3226 |
|
|
2023
Q3 | – | Sell |
-192
| Closed | -$1.54K | – | 3389 |
|
|
2023
Q2 | $1.54K | Buy |
+192
| New | +$1.54K | ﹤0.01% | 3074 |
|