Baltimore-Washington Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,145
| Closed | -$40K | – | 223 |
|
|
2015
Q3 | $40K | Hold |
4,145
| – | – | 0.01% | 135 |
|
|
2015
Q2 | $40K | Hold |
4,145
| – | – | 0.01% | 136 |
|
|
2015
Q1 | $42K | Hold |
4,145
| – | – | 0.01% | 140 |
|
|
2014
Q4 | $40K | Hold |
4,145
| – | – | 0.01% | 140 |
|
|
2014
Q3 | $40K | Hold |
4,145
| – | – | 0.01% | 148 |
|
|
2014
Q2 | $40K | Hold |
4,145
| – | – | 0.01% | 171 |
|
|
2014
Q1 | $39K | Hold |
4,145
| – | – | 0.01% | 147 |
|
|
2013
Q4 | $38K | Hold |
4,145
| – | – | 0.01% | 179 |
|
|
2013
Q3 | $38K | Hold |
4,145
| – | – | 0.02% | 135 |
|
|
2013
Q2 | $39K | Buy |
+4,145
| New | +$39K | 0.02% | 119 |
|