Steward Partners Investment Advisory’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
18,305
| – | – | ﹤0.01% | 1864 |
|
|
2025
Q1 | $161K | Buy |
18,305
+374
| +2% | +$3.29K | ﹤0.01% | 1752 |
|
|
2024
Q4 | $148K | Buy |
17,931
+1,119
| +7% | +$9.25K | ﹤0.01% | 1775 |
|
|
2024
Q3 | $149K | Hold |
16,812
| – | – | ﹤0.01% | 1670 |
|
|
2024
Q2 | $143K | Hold |
16,812
| – | – | ﹤0.01% | 1606 |
|
|
2024
Q1 | $145K | Hold |
16,812
| – | – | ﹤0.01% | 1577 |
|
|
2023
Q4 | $146K | Sell |
16,812
-3,000
| -15% | -$26K | ﹤0.01% | 1513 |
|
|
2023
Q3 | $163K | Hold |
19,812
| – | – | ﹤0.01% | 1381 |
|
|
2023
Q2 | $176K | Sell |
19,812
-1,318
| -6% | -$11.7K | ﹤0.01% | 1346 |
|
|
2023
Q1 | $193K | Sell |
21,130
-1,500
| -7% | -$13.7K | ﹤0.01% | 1305 |
|
|
2022
Q4 | $207K | Sell |
22,630
-5,039
| -18% | -$46K | ﹤0.01% | 1227 |
|
|
2022
Q3 | $251K | Hold |
27,669
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q2 | $291K | Buy |
27,669
+5,789
| +26% | +$60.9K | 0.01% | 1046 |
|
|
2022
Q1 | $263K | Buy |
21,880
+1,000
| +5% | +$12K | ﹤0.01% | 1189 |
|
|
2021
Q4 | $284K | Buy |
+20,880
| New | +$284K | ﹤0.01% | 1162 |
|
|
2018
Q4 | – | Sell |
-6,547
| Closed | -$71K | – | 2163 |
|
|
2018
Q3 | $71K | Hold |
6,547
| – | – | ﹤0.01% | 1054 |
|
|
2018
Q2 | $73K | Hold |
6,547
| – | – | ﹤0.01% | 951 |
|
|
2018
Q1 | $74K | Hold |
6,547
| – | – | 0.01% | 863 |
|
|
2017
Q4 | $74K | Buy |
6,547
+5,742
| +713% | +$64.9K | 0.01% | 706 |
|
|
2017
Q3 | $9K | Sell |
805
-181
| -18% | -$2.02K | ﹤0.01% | 1150 |
|
|
2017
Q2 | $10K | Hold |
986
| – | – | ﹤0.01% | 1048 |
|
|
2017
Q1 | $11K | Hold |
986
| – | – | ﹤0.01% | 923 |
|
|
2016
Q4 | $10K | Buy |
+986
| New | +$10K | ﹤0.01% | 563 |
|