Back to WDI
Pinnacle Wealth Planning Services, Inc. → WDI
Pinnacle Wealth Planning Services, Inc. WDI Position History
Western Asset Diversified Income Fund • Financial Services
Quarters held
5
Latest value
$8K
Q3 2026
Peak value
$16K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $16K |
| Q4 2025 | $455 |
| Q1 2026 | $12K |
| Q2 2026 | $12K |
| Q3 2026 | $8K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8K | 2.2K | — | — |
| Q2 2026 | $12K | 3.1K | — | — |
| Q1 2026 | $12K | 3.1K | — | — |
| Q4 2025 | $455 | 55 | — | — |
| Q4 2025 | $16K | 3.9K | — | — |
Other funds holding WDI
$5.9M
$5.1M
$4.1M
$3.7M
$2.4M
$2.3M