Cetera Investment Advisers’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 | $109K | Sell |
14,483
-517
| -3% | -$3.89K | ﹤0.01% | 3871 |
|
2025
Q1 | $117K | Sell |
15,000
-5,721
| -28% | -$44.6K | ﹤0.01% | 3742 |
|
2024
Q4 | $160K | Sell |
20,721
-1,253
| -6% | -$9.7K | ﹤0.01% | 3481 |
|
2024
Q3 | $180K | Buy |
21,974
+85
| +0.4% | +$697 | ﹤0.01% | 3422 |
|
2024
Q2 | $172K | Buy |
21,889
+973
| +5% | +$7.65K | ﹤0.01% | 3404 |
|
2024
Q1 | $166K | Buy |
+20,916
| New | +$166K | ﹤0.01% | 3399 |
|