Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-26,514
| Closed | -$280K | – | 628 |
|
|
2022
Q2 | $280K | Hold |
26,514
| – | – | 0.01% | 480 |
|
|
2022
Q1 | $308K | Hold |
26,514
| – | – | 0.01% | 464 |
|
|
2021
Q4 | $347K | Hold |
26,514
| – | – | 0.01% | 444 |
|
|
2021
Q3 | $354K | Hold |
26,514
| – | – | 0.01% | 426 |
|
|
2021
Q2 | $359K | Hold |
26,514
| – | – | 0.01% | 426 |
|
|
2021
Q1 | $344K | Hold |
26,514
| – | – | 0.02% | 407 |
|
|
2020
Q4 | $340K | Hold |
26,514
| – | – | 0.02% | 395 |
|
|
2020
Q3 | $323K | Hold |
26,514
| – | – | 0.02% | 352 |
|
|
2020
Q2 | $318K | Hold |
26,514
| – | – | 0.03% | 301 |
|
|
2020
Q1 | $317K | Hold |
26,514
| – | – | 0.03% | 332 |
|
|
2019
Q4 | $353K | Hold |
26,514
| – | – | 0.03% | 318 |
|
|
2019
Q3 | $365K | Hold |
26,514
| – | – | 0.04% | 287 |
|
|
2019
Q2 | $363K | Hold |
26,514
| – | – | 0.04% | 297 |
|
|
2019
Q1 | $349K | Hold |
26,514
| – | – | 0.04% | 289 |
|
|
2018
Q4 | $337K | Buy |
+26,514
| New | +$337K | 0.05% | 248 |
|