Altus Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
11,371
| – | – | 0.05% | 136 |
|
|
2025
Q1 | $117K | Hold |
11,371
| – | – | 0.05% | 131 |
|
|
2024
Q4 | $116K | Hold |
11,371
| – | – | 0.05% | 141 |
|
|
2024
Q3 | $123K | Hold |
11,371
| – | – | 0.05% | 143 |
|
|
2024
Q2 | $118K | Hold |
11,371
| – | – | 0.06% | 132 |
|
|
2024
Q1 | $119K | Sell |
11,371
-2,090
| -16% | -$21.8K | 0.06% | 138 |
|
|
2023
Q4 | $137K | Sell |
13,461
-1,530
| -10% | -$15.6K | 0.08% | 139 |
|
|
2023
Q3 | $134K | Sell |
14,991
-5,749
| -28% | -$51.3K | 0.08% | 127 |
|
|
2023
Q2 | $206K | Hold |
20,740
| – | – | 0.13% | 129 |
|
|
2023
Q1 | $213K | Hold |
20,740
| – | – | 0.14% | 120 |
|
|
2022
Q4 | $209K | Sell |
20,740
-1,500
| -7% | -$15.1K | 0.16% | 125 |
|
|
2022
Q3 | $297K | Hold |
22,240
| – | – | 0.3% | 83 |
|
|
2022
Q2 | $297K | Hold |
22,240
| – | – | 0.3% | 83 |
|
|
2022
Q1 | $258K | Hold |
22,240
| – | – | 0.21% | 91 |
|
|
2021
Q4 | $291K | Hold |
22,240
| – | – | 0.24% | 88 |
|
|
2021
Q3 | $297K | Hold |
22,240
| – | – | 0.3% | 83 |
|
|
2021
Q2 | $301K | Hold |
22,240
| – | – | 0.29% | 79 |
|
|
2021
Q1 | $296K | Hold |
22,240
| – | – | 0.29% | 78 |
|
|
2020
Q4 | $286K | Buy |
+22,240
| New | +$286K | 0.27% | 77 |
|