Allegiant Private 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
2021
Q2
$556K Sell
56,867
-4,700
-8% -$46K 0.09% 101
2021
Q1
$572K Sell
61,567
-28,551
-32% -$265K 0.1% 94
2020
Q4
$829K Buy
+90,118
New +$829K 0.17% 72