1776 Wealth’s Western Asset Managed Municipals Fund MMU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-20,000
| Closed | -$209K | – | 152 |
|
2024
Q1 | $209K | Hold |
20,000
| – | – | 0.1% | 128 |
|
2023
Q4 | $203K | Buy |
+20,000
| New | +$203K | 0.1% | 126 |
|
2023
Q3 | – | Sell |
-20,000
| Closed | -$199K | – | 142 |
|
2023
Q2 | $199K | Hold |
20,000
| – | – | 0.1% | 126 |
|
2023
Q1 | $206K | Hold |
20,000
| – | – | 0.12% | 114 |
|
2022
Q4 | $201K | Hold |
20,000
| – | – | 0.14% | 115 |
|
2022
Q3 | $194K | Hold |
20,000
| – | – | 0.15% | 103 |
|
2022
Q2 | $211K | Hold |
20,000
| – | – | 0.15% | 111 |
|
2022
Q1 | $232K | Hold |
20,000
| – | – | 0.13% | 111 |
|
2021
Q4 | $262K | Hold |
20,000
| – | – | 0.14% | 105 |
|
2021
Q3 | $267K | Hold |
20,000
| – | – | 0.15% | 101 |
|
2021
Q2 | $271K | Hold |
20,000
| – | – | 0.15% | 96 |
|
2021
Q1 | $260K | Hold |
20,000
| – | – | 0.16% | 92 |
|
2020
Q4 | $257K | Sell |
20,000
-1,000
| -5% | -$12.9K | 0.16% | 93 |
|
2020
Q3 | $256K | Hold |
21,000
| – | – | 0.19% | 82 |
|
2020
Q2 | $252K | Sell |
21,000
-21,000
| -50% | -$252K | 0.17% | 85 |
|
2020
Q1 | $530K | Buy |
42,000
+21,000
| +100% | +$265K | 0.22% | 76 |
|
2019
Q4 | $279K | Buy |
+21,000
| New | +$279K | 0.24% | 74 |
|