Almitas Capital’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
2024
Q1
Sell
-73,762
Closed -$568K 110
2023
Q4
$568K Buy
73,762
+17,159
+30% +$132K 0.2% 79
2023
Q3
$405K Sell
56,603
-8,822
-13% -$63.2K 0.19% 67
2023
Q2
$503K Buy
65,425
+9,454
+17% +$72.7K 0.22% 70
2023
Q1
$443K Sell
55,971
-55,266
-50% -$437K 0.21% 66
2022
Q4
$844K Buy
111,237
+106,475
+2,236% +$808K 0.39% 58
2022
Q3
$35K Sell
4,762
-16,838
-78% -$124K 0.03% 67
2022
Q2
$174K Buy
+21,600
New +$174K 0.09% 73