Steward Partners Investment Advisory’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.7K | Hold |
5,200
| – | – | ﹤0.01% | 2544 |
|
|
2025
Q1 | $43.4K | Hold |
5,200
| – | – | ﹤0.01% | 2459 |
|
|
2024
Q4 | $41.6K | Buy |
5,200
+1,243
| +31% | +$9.94K | ﹤0.01% | 2435 |
|
|
2024
Q3 | $33.8K | Buy |
3,957
+257
| +7% | +$2.2K | ﹤0.01% | 2427 |
|
|
2024
Q2 | $29.6K | Hold |
3,700
| – | – | ﹤0.01% | 2352 |
|
|
2024
Q1 | $30.1K | Hold |
3,700
| – | – | ﹤0.01% | 2341 |
|
|
2023
Q4 | $30K | Buy |
3,700
+2,100
| +131% | +$17.1K | ﹤0.01% | 2205 |
|
|
2023
Q3 | $12.5K | Hold |
1,600
| – | – | ﹤0.01% | 2504 |
|
|
2023
Q2 | $13.2K | Hold |
1,600
| – | – | ﹤0.01% | 2475 |
|
|
2023
Q1 | $13.8K | Buy |
+1,600
| New | +$13.8K | ﹤0.01% | 2413 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | -$13 | – | 7427 |
|
|
2021
Q1 | $13 | Buy |
+1
| New | +$13 | ﹤0.01% | 3404 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | – | – | 2161 |
|
|
2018
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2717 |
|
|
2017
Q3 | – | Sell |
-857
| Closed | -$9K | – | 1772 |
|
|
2017
Q2 | $9K | Hold |
857
| – | – | ﹤0.01% | 1083 |
|
|
2017
Q1 | $9K | Hold |
857
| – | – | ﹤0.01% | 977 |
|
|
2016
Q4 | $9K | Buy |
+857
| New | +$9K | ﹤0.01% | 582 |
|