Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-19,393
| Closed | -$205K | – | 841 |
|
|
2016
Q3 | $205K | Hold |
19,393
| – | – | 0.02% | 637 |
|
|
2016
Q2 | $205K | Buy |
19,393
+1,524
| +9% | +$16.1K | 0.03% | 596 |
|
|
2016
Q1 | $185K | Hold |
17,869
| – | – | 0.02% | 601 |
|
|
2015
Q4 | $182K | Hold |
17,869
| – | – | 0.02% | 605 |
|
|
2015
Q3 | $177K | Hold |
17,869
| – | – | 0.02% | 629 |
|
|
2015
Q2 | $174K | Hold |
17,869
| – | – | 0.02% | 647 |
|
|
2015
Q1 | $180K | Hold |
17,869
| – | – | 0.05% | 398 |
|
|
2014
Q4 | $174K | Buy |
+17,869
| New | +$174K | 0.03% | 590 |
|