U.S. Capital Wealth Advisors’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 | $768K | Sell |
87,664
-496
| -0.6% | -$4.35K | 0.02% | 492 |
|
|
2025
Q1 | $775K | Sell |
88,160
-8,390
| -9% | -$73.7K | 0.02% | 479 |
|
|
2024
Q4 | $798K | Sell |
96,550
-47,547
| -33% | -$393K | 0.02% | 462 |
|
|
2024
Q3 | $1.27M | Buy |
144,097
+9,200
| +7% | +$81.3K | 0.04% | 328 |
|
|
2024
Q2 | $1.15M | Sell |
134,897
-6,094
| -4% | -$51.9K | 0.04% | 327 |
|
|
2024
Q1 | $1.22M | Sell |
140,991
-1,973
| -1% | -$17K | 0.05% | 315 |
|
|
2023
Q4 | $1.24M | Sell |
142,964
-12,699
| -8% | -$110K | 0.05% | 303 |
|
|
2023
Q3 | $1.28M | Sell |
155,663
-500
| -0.3% | -$4.12K | 0.06% | 275 |
|
|
2023
Q2 | $1.38M | Sell |
156,163
-1,750
| -1% | -$15.5K | 0.07% | 269 |
|
|
2023
Q1 | $1.44M | Sell |
157,913
-4,200
| -3% | -$38.4K | 0.07% | 256 |
|
|
2022
Q4 | $1.48M | Buy |
162,113
+8,790
| +6% | +$80.3K | 0.07% | 259 |
|
|
2022
Q3 | $1.39M | Buy |
153,323
+2,000
| +1% | +$18.1K | 0.07% | 268 |
|
|
2022
Q2 | $1.59M | Buy |
151,323
+1,200
| +0.8% | +$12.6K | 0.07% | 258 |
|
|
2022
Q1 | $1.8M | Buy |
150,123
+4,000
| +3% | +$48K | 0.07% | 278 |
|
|
2021
Q4 | $1.98M | Sell |
146,123
-120
| -0.1% | -$1.63K | 0.08% | 259 |
|
|
2021
Q3 | $1.94M | Buy |
+146,243
| New | +$1.94M | 0.08% | 252 |
|