B. Riley Wealth Advisors’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 | $459K | Buy |
+46,371
| New | +$459K | 0.02% | 546 |
|
2024
Q4 | $572K | Sell |
56,050
-9,620
| -15% | -$98.1K | 0.02% | 650 |
|
2024
Q3 | $715K | Sell |
65,670
-10,702
| -14% | -$117K | 0.02% | 603 |
|
2024
Q2 | $795K | Buy |
76,372
+57,418
| +303% | +$597K | 0.02% | 617 |
|
2024
Q1 | $170K | Sell |
18,954
-54,665
| -74% | -$490K | ﹤0.01% | 1299 |
|
2023
Q4 | $749K | Buy |
73,619
+54,665
| +288% | +$556K | 0.02% | 631 |
|
2023
Q3 | $170K | Buy |
+18,954
| New | +$170K | ﹤0.01% | 1299 |
|
2014
Q3 | – | Sell |
-900
| Closed | -$11.8K | – | 1396 |
|
2014
Q2 | $11.8K | Buy |
+900
| New | +$11.8K | ﹤0.01% | 1712 |
|