Aquire Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Hold |
19,660
| – | – | 0.04% | 46 |
|
|
2025
Q1 | $153K | Hold |
19,660
| – | – | 0.05% | 48 |
|
|
2024
Q4 | $152K | Hold |
19,660
| – | – | 0.05% | 50 |
|
|
2024
Q3 | $161K | Hold |
19,660
| – | – | 0.05% | 46 |
|
|
2024
Q2 | $155K | Hold |
19,660
| – | – | 0.05% | 43 |
|
|
2024
Q1 | $156K | Hold |
19,660
| – | – | 0.05% | 46 |
|
|
2023
Q4 | $151K | Hold |
19,660
| – | – | 0.06% | 40 |
|
|
2023
Q3 | $141K | Hold |
19,660
| – | – | 0.06% | 39 |
|
|
2023
Q2 | $150K | Sell |
19,660
-19,660
| -50% | -$150K | 0.06% | 39 |
|
|
2023
Q1 | $156K | Buy |
39,320
+19,660
| +100% | +$77.8K | 0.07% | 38 |
|
|
2022
Q4 | $149K | Hold |
19,660
| – | – | 0.07% | 35 |
|
|
2022
Q3 | $145K | Hold |
19,660
| – | – | 0.08% | 34 |
|
|
2022
Q2 | $158K | Hold |
19,660
| – | – | 0.09% | 34 |
|
|
2022
Q1 | $169K | Hold |
19,660
| – | – | 0.09% | 37 |
|
|
2021
Q4 | $190K | Buy |
+19,660
| New | +$190K | 0.1% | 40 |
|