A detailed history of Carolinas Wealth Consulting LLC transactions in Western Asset Diversified Income Fund stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 2,369 shares of WDI stock, worth $34,658. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,369
Previous 2,369 -0.0%
Holding current value
$34,658
Previous $33,000 3.03%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

BUY
$12.24 - $14.17 $2,888 - $3,344
236 Added 11.06%
2,369 $33,000
Q1 2023

May 15, 2023

BUY
$12.86 - $14.41 $27,430 - $30,736
2,133 New
2,133 $28,000

Others Institutions Holding WDI

About Western Asset Diversified Income Fund


  • Ticker WDI
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about WDI
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.