SAM
WDI

Synergy Asset Management’s Western Asset Diversified Income Fund WDI Stock Holding History

Synergy Asset Management’s Portfolio WDI Stock Details WDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,200
Closed -$18.8K – 859
2024
Q4 		$18.8K Buy
+1,200
New +$18.8K ﹤0.01% 372