TWM
WIW
Torch Wealth Management’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-11,334
| Closed | -$126K | – | 99 |
|
|
2016
Q4 | $126K | Buy |
11,334
+3
| +0% | +$33 | 0.09% | 94 |
|
|
2016
Q3 | $127K | Buy |
+11,331
| New | +$127K | 0.09% | 94 |
|
|
2016
Q2 | – | Sell |
-17,325
| Closed | -$192K | – | 101 |
|
|
2016
Q1 | $192K | Buy |
17,325
+3
| +0% | +$33 | 0.14% | 91 |
|
|
2015
Q4 | $178K | Sell |
17,322
-1,496
| -8% | -$15.4K | 0.13% | 96 |
|
|
2015
Q3 | $196K | Buy |
18,818
+2
| +0% | +$21 | 0.15% | 96 |
|
|
2015
Q2 | $211K | Buy |
+18,816
| New | +$211K | 0.15% | 98 |
|
|
2014
Q4 | – | Sell |
-16,607
| Closed | -$192K | – | 103 |
|
|
2014
Q3 | $192K | Sell |
16,607
-5,998
| -27% | -$69.3K | 0.14% | 95 |
|
|
2014
Q2 | $278K | Sell |
22,605
-797
| -3% | -$9.8K | 0.19% | 83 |
|
|
2014
Q1 | $272K | Sell |
23,402
-2,398
| -9% | -$27.9K | 0.2% | 81 |
|
|
2013
Q4 | $291K | Buy |
+25,800
| New | +$291K | 0.22% | 79 |
|