Bar Harbor Wealth Management’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 | $114K | Hold |
15,110
| – | – | 0.01% | 255 |
|
|
2025
Q1 | $118K | Hold |
15,110
| – | – | 0.01% | 254 |
|
|
2024
Q4 | $117K | Hold |
15,110
| – | – | 0.01% | 257 |
|
|
2024
Q3 | $124K | Hold |
15,110
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $119K | Hold |
15,110
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $120K | Hold |
15,110
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $116K | Hold |
15,110
| – | – | 0.01% | 253 |
|
|
2023
Q3 | $108K | Hold |
15,110
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $115K | Hold |
15,110
| – | – | 0.01% | 257 |
|
|
2023
Q1 | $119K | Hold |
15,110
| – | – | 0.01% | 246 |
|
|
2022
Q4 | $115K | Hold |
15,110
| – | – | 0.01% | 252 |
|
|
2022
Q3 | $111K | Hold |
15,110
| – | – | 0.01% | 250 |
|
|
2022
Q2 | $122K | Hold |
15,110
| – | – | 0.01% | 261 |
|
|
2022
Q1 | $130K | Hold |
15,110
| – | – | 0.01% | 233 |
|
|
2021
Q4 | $146K | Hold |
15,110
| – | – | 0.01% | 240 |
|
|
2021
Q3 | $147K | Hold |
15,110
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $148K | Hold |
15,110
| – | – | 0.01% | 246 |
|
|
2021
Q1 | $140K | Hold |
15,110
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $139K | Hold |
15,110
| – | – | 0.01% | 238 |
|
|
2020
Q3 | $137K | Hold |
15,110
| – | – | 0.02% | 229 |
|
|
2020
Q2 | $129K | Hold |
15,110
| – | – | 0.01% | 228 |
|
|
2020
Q1 | $127K | Hold |
15,110
| – | – | 0.02% | 233 |
|
|
2019
Q4 | $137K | Hold |
15,110
| – | – | 0.02% | 287 |
|
|
2019
Q3 | $139K | Hold |
15,110
| – | – | 0.02% | 300 |
|
|
2019
Q2 | $135K | Hold |
15,110
| – | – | 0.02% | 307 |
|
|
2019
Q1 | $133K | Hold |
15,110
| – | – | 0.02% | 291 |
|
|
2018
Q4 | $126K | Hold |
15,110
| – | – | 0.02% | 276 |
|
|
2018
Q3 | $128K | Hold |
15,110
| – | – | 0.01% | 308 |
|
|
2018
Q2 | $131K | Hold |
15,110
| – | – | 0.02% | 313 |
|
|
2018
Q1 | $131K | Hold |
15,110
| – | – | 0.02% | 303 |
|
|
2017
Q4 | $141K | Buy |
+15,110
| New | +$141K | 0.02% | 308 |
|