Steward Partners Investment Advisory’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $163K | Hold |
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|
2025
Q2 | $160K | Hold |
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|
2025
Q1 | $161K | Buy |
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|
2024
Q4 | $148K | Buy |
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|
2024
Q3 | $149K | Hold |
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|
2024
Q2 | $143K | Hold |
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|
2024
Q1 | $145K | Hold |
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|
2023
Q4 | $146K | Sell |
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|
2023
Q3 | $163K | Hold |
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|
2023
Q2 | $176K | Sell |
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|
2023
Q1 | $193K | Sell |
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|
2022
Q4 | $207K | Sell |
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|
2022
Q3 | $251K | Hold |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $71K | Hold |
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|
2018
Q2 | $73K | Hold |
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|
2018
Q1 | $74K | Hold |
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|
2017
Q4 | $74K | Buy |
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|
2017
Q3 | $9K | Sell |
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|
2017
Q2 | $10K | Hold |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $10K | Buy |
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