Steward Partners Investment Advisory’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.7K | Hold |
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|
2025
Q1 | $43.4K | Hold |
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|
2024
Q4 | $41.6K | Buy |
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|
2024
Q3 | $33.8K | Buy |
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|
2024
Q2 | $29.6K | Hold |
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|
2024
Q1 | $30.1K | Hold |
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|
2023
Q4 | $30K | Buy |
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|
2023
Q3 | $12.5K | Hold |
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|
2023
Q2 | $13.2K | Hold |
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|
2023
Q1 | $13.8K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $13 | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $0 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $9K | Buy |
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