AE Wealth Management’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
Q1 | – | Sell |
-18,960
| Closed | -$189K | – | 1667 |
|
2023
Q4 | $189K | Sell |
18,960
-1,340
| -7% | -$13.4K | ﹤0.01% | 1891 |
|
2023
Q3 | $181K | Buy |
20,300
+1,582
| +8% | +$14.1K | ﹤0.01% | 1796 |
|
2023
Q2 | $186K | Sell |
18,718
-1,700
| -8% | -$16.9K | ﹤0.01% | 1756 |
|
2023
Q1 | $210K | Buy |
20,418
+2,017
| +11% | +$20.7K | ﹤0.01% | 1715 |
|
2022
Q4 | $185K | Hold |
18,401
| – | – | ﹤0.01% | 1673 |
|
2022
Q3 | $178K | Buy |
18,401
+1,000
| +6% | +$9.67K | ﹤0.01% | 1619 |
|
2022
Q2 | $184K | Hold |
17,401
| – | – | ﹤0.01% | 1604 |
|
2022
Q1 | $202K | Buy |
+17,401
| New | +$202K | ﹤0.01% | 1572 |
|