AWM
SBI

Avior Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Avior Wealth Management’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,618
Closed -$20.3K – 2025
2024
Q4 		$20.3K Sell
2,618
-427
-14% -$3.31K ﹤0.01% 1407
2024
Q3 		$25K Buy
3,045
+1,216
+66% +$9.97K ﹤0.01% 1330
2024
Q2 		$14.4K Hold
1,829
– – ﹤0.01% 1417
2024
Q1 		$14.5K Buy
+1,829
New +$14.5K ﹤0.01% 1725