WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-208,145
| Closed | -$1.8M | – | 325 |
|
|
2024
Q1 | $1.8M | Buy |
208,145
+2,495
| +1% | +$21.5K | 0.19% | 124 |
|
|
2023
Q4 | $1.78M | Buy |
+205,650
| New | +$1.78M | 0.18% | 125 |
|
|
2018
Q4 | – | Sell |
-35,325
| Closed | -$364K | – | 273 |
|
|
2018
Q3 | $364K | Sell |
35,325
-6,756
| -16% | -$69.6K | 0.07% | 172 |
|
|
2018
Q2 | $469K | Sell |
42,081
-6,250
| -13% | -$69.7K | 0.1% | 143 |
|
|
2018
Q1 | $547K | Buy |
48,331
+9,175
| +23% | +$104K | 0.12% | 135 |
|
|
2017
Q4 | $447K | Buy |
+39,156
| New | +$447K | 0.12% | 135 |
|