Concert Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
2016
Q3
$205K Hold
2016
Q2
$205K Buy
2016
Q1
$185K Hold
2015
Q4
$182K Hold
2015
Q3
$177K Hold
2015
Q2
$174K Hold
2015
Q1
$180K Hold
2014
Q4
$174K Buy