Steward Partners Investment Advisory’s Western Asset Diversified Income Fund WDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
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|
2025
Q1 | $528K | Hold |
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|
2024
Q4 | $521K | Hold |
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|
2024
Q3 | $573K | Hold |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $580K | Hold |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $791K | Buy |
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|
2023
Q2 | $470K | Hold |
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|
2023
Q1 | $464K | Hold |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $553K | Buy |
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|
2022
Q2 | $562K | Sell |
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|
2022
Q1 | $702K | Hold |
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|
2021
Q4 | $793K | Buy |
|