Ackerman Capital Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-27,227
| Closed | -$262K | – | 130 |
|
|
2021
Q4 | $262K | Sell |
27,227
-15,123
| -36% | -$146K | 0.06% | 101 |
|
|
2021
Q3 | $413K | Buy |
42,350
+4,054
| +11% | +$39.5K | 0.09% | 73 |
|
|
2021
Q2 | $374K | Buy |
38,296
+413
| +1% | +$4.03K | 0.09% | 77 |
|
|
2021
Q1 | $352K | Sell |
37,883
-60,266
| -61% | -$560K | 0.09% | 86 |
|
|
2020
Q4 | $903K | Sell |
98,149
-3,167
| -3% | -$29.1K | 0.23% | 41 |
|
|
2020
Q3 | $918K | Buy |
101,316
+36,314
| +56% | +$329K | 0.26% | 40 |
|
|
2020
Q2 | $556K | Buy |
65,002
+41,507
| +177% | +$355K | 0.17% | 52 |
|
|
2020
Q1 | $198K | Sell |
23,495
-196,907
| -89% | -$1.66M | 0.08% | 82 |
|
|
2019
Q4 | $2M | Buy |
220,402
+117,131
| +113% | +$1.06M | 0.59% | 33 |
|
|
2019
Q3 | $948K | Sell |
103,271
-914
| -0.9% | -$8.39K | 0.33% | 46 |
|
|
2019
Q2 | $931 | Buy |
104,185
+55,701
| +115% | +$498 | ﹤0.01% | 83 |
|
|
2019
Q1 | $427 | Buy |
+48,484
| New | +$427 | ﹤0.01% | 114 |
|