Ackerman Capital Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-27,227	Closed	-$262K	–	130
2021 Q4	$262K	Sell	27,227 -15,123	-36%	-$147K	0.06%	101
2021 Q3	$413K	Buy	42,350 +4,054	+11%	+$39.6K	0.09%	73
2021 Q2	$374K	Buy	38,296 +413	+1%	+$3.94K	0.09%	77
2021 Q1	$352K	Sell	37,883 -60,266	-61%	-$557K	0.09%	86
2020 Q4	$903K	Sell	98,149 -3,167	-3%	-$28.6K	0.23%	41
2020 Q3	$918K	Buy	101,316 +36,314	+56%	+$325K	0.26%	40
2020 Q2	$556K	Buy	65,002 +41,507	+177%	+$349K	0.17%	52
2020 Q1	$198K	Sell	23,495 -196,907	-89%	-$1.8M	0.08%	82
2019 Q4	$2M	Buy	220,402 +117,131	+113%	+$1.08M	0.59%	33
2019 Q3	$948K	Sell	103,271 -914	-0.9%	-$8.35K	0.33%	46
2019 Q2	$931	Buy	104,185 +55,701	+115%	+$493K	﹤0.01%	83
2019 Q1	$427	Buy	+48,484	New	+$420K	﹤0.01%	114