Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-23,000
| Closed | -$252K | – | 551 |
|
|
2020
Q2 | $252K | Hold |
23,000
| – | – | 0.02% | 372 |
|
|
2020
Q1 | $220K | Hold |
23,000
| – | – | 0.02% | 366 |
|
|
2019
Q4 | $265K | Hold |
23,000
| – | – | 0.02% | 407 |
|
|
2019
Q3 | $255K | Hold |
23,000
| – | – | 0.02% | 377 |
|
|
2019
Q2 | $257K | Hold |
23,000
| – | – | 0.02% | 385 |
|
|
2019
Q1 | $247K | Hold |
23,000
| – | – | 0.02% | 398 |
|
|
2018
Q4 | $233K | Hold |
23,000
| – | – | 0.02% | 375 |
|
|
2018
Q3 | $249K | Hold |
23,000
| – | – | 0.02% | 403 |
|
|
2018
Q2 | $256K | Hold |
23,000
| – | – | 0.02% | 398 |
|
|
2018
Q1 | $260K | Hold |
23,000
| – | – | 0.02% | 399 |
|
|
2017
Q4 | $263K | Buy |
+23,000
| New | +$263K | 0.03% | 408 |
|