Avantax Advisory Services’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 | $1.19M | Buy |
157,997
+430
| +0.3% | +$3.23K | 0.01% | 1062 |
|
|
2025
Q1 | $1.23M | Buy |
157,567
+1,957
| +1% | +$15.3K | 0.01% | 987 |
|
|
2024
Q4 | $1.2M | Buy |
155,610
+4,090
| +3% | +$31.7K | 0.01% | 958 |
|
|
2024
Q3 | $1.24M | Buy |
+151,520
| New | +$1.24M | 0.01% | 918 |
|
|
2020
Q4 | – | Sell |
-11,900
| Closed | -$108K | – | 1287 |
|
|
2020
Q3 | $108K | Buy |
+11,900
| New | +$108K | ﹤0.01% | 1298 |
|