Steward Partners Investment Advisory’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 | $10.9K | Hold |
926
| – | – | ﹤0.01% | 3173 |
|
|
2025
Q1 | $10.7K | Sell |
926
-841
| -48% | -$9.74K | ﹤0.01% | 3063 |
|
|
2024
Q4 | $20K | Buy |
1,767
+33
| +2% | +$374 | ﹤0.01% | 2795 |
|
|
2024
Q3 | $22.3K | Sell |
1,734
-118
| -6% | -$1.52K | ﹤0.01% | 2617 |
|
|
2024
Q2 | $22.6K | Hold |
1,852
| – | – | ﹤0.01% | 2472 |
|
|
2024
Q1 | $23.1K | Hold |
1,852
| – | – | ﹤0.01% | 2460 |
|
|
2023
Q4 | $23.7K | Hold |
1,852
| – | – | ﹤0.01% | 2329 |
|
|
2023
Q3 | $21.9K | Hold |
1,852
| – | – | ﹤0.01% | 2264 |
|
|
2023
Q2 | $22.9K | Buy |
1,852
+926
| +100% | +$11.4K | ﹤0.01% | 2225 |
|
|
2023
Q1 | $11.8K | Sell |
926
-22,822
| -96% | -$290K | ﹤0.01% | 2481 |
|
|
2022
Q4 | $303K | Sell |
23,748
-42
| -0.2% | -$536 | 0.01% | 1075 |
|
|
2022
Q3 | $265K | Sell |
23,790
-7,228
| -23% | -$80.5K | 0.01% | 1085 |
|
|
2022
Q2 | $421K | Buy |
31,018
+3,613
| +13% | +$49K | 0.01% | 906 |
|
|
2022
Q1 | $407K | Buy |
27,405
+3,434
| +14% | +$51K | 0.01% | 1001 |
|
|
2021
Q4 | $419K | Buy |
23,971
+3,421
| +17% | +$59.8K | 0.01% | 1005 |
|
|
2021
Q3 | $371K | Buy |
20,550
+5,361
| +35% | +$96.8K | 0.01% | 1022 |
|
|
2021
Q2 | $283K | Sell |
15,189
-16,234
| -52% | -$302K | ﹤0.01% | 1222 |
|
|
2021
Q1 | $553K | Buy |
31,423
+16,250
| +107% | +$286K | 0.01% | 851 |
|
|
2020
Q4 | $275K | Hold |
15,173
| – | – | 0.01% | 946 |
|
|
2020
Q3 | $251K | Buy |
15,173
+1,300
| +9% | +$21.5K | 0.01% | 871 |
|
|
2020
Q2 | $227K | Buy |
13,873
+5,080
| +58% | +$83.1K | 0.01% | 840 |
|
|
2020
Q1 | $120K | Buy |
8,793
+1,043
| +13% | +$14.2K | ﹤0.01% | 938 |
|
|
2019
Q4 | $141K | Hold |
7,750
| – | – | ﹤0.01% | 994 |
|
|
2019
Q3 | $135K | Buy |
7,750
+5,250
| +210% | +$91.5K | ﹤0.01% | 973 |
|
|
2019
Q2 | $42K | Buy |
+2,500
| New | +$42K | ﹤0.01% | 1400 |
|
|
2018
Q3 | – | Sell |
-54
| Closed | -$1K | – | 2624 |
|
|
2018
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 2345 |
|
|
2018
Q1 | $0 | Hold |
54
| – | – | ﹤0.01% | 2255 |
|
|
2017
Q4 | $0 | Hold |
54
| – | – | ﹤0.01% | 1898 |
|
|
2017
Q3 | $0 | Hold |
54
| – | – | ﹤0.01% | 1707 |
|
|
2017
Q2 | $0 | Hold |
54
| – | – | ﹤0.01% | 1646 |
|
|
2017
Q1 | $0 | Hold |
54
| – | – | ﹤0.01% | 1527 |
|
|
2016
Q4 | $0 | Buy |
+54
| New | – | ﹤0.01% | 871 |
|