Triad Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22,556
| Closed | -$200K | – | 57 |
|
|
2023
Q2 | $200K | Sell |
22,556
-19
| -0.1% | -$168 | 0.28% | 48 |
|
|
2023
Q1 | $207K | Buy |
22,575
+1,121
| +5% | +$10.3K | 0.3% | 48 |
|
|
2022
Q4 | $196K | Sell |
21,454
-3,345
| -13% | -$30.5K | 0.31% | 49 |
|
|
2022
Q3 | $225K | Buy |
24,799
+679
| +3% | +$6.16K | 0.39% | 44 |
|
|
2022
Q2 | $254K | Sell |
24,120
-175
| -0.7% | -$1.84K | 0.38% | 50 |
|
|
2022
Q1 | $292K | Buy |
24,295
+3,352
| +16% | +$40.3K | 0.28% | 51 |
|
|
2021
Q4 | $284K | Buy |
+20,943
| New | +$284K | 0.26% | 54 |
|