CSPIA
SBI

Cary Street Partners Investment Advisory’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-128,746
Closed -$129K – 338
2021
Q1 		$129K Buy
128,746
+99,113
+334% +$99.3K 0.05% 229
2020
Q4 		$273K Buy
+29,633
New +$273K 0.05% 268