Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,140
| Closed | -$143K | – | 3239 |
|
|
2024
Q2 | $143K | Buy |
18,140
+477
| +3% | +$3.75K | ﹤0.01% | 2752 |
|
|
2024
Q1 | $140K | Hold |
17,663
| – | – | ﹤0.01% | 2633 |
|
|
2023
Q4 | $136K | Hold |
17,663
| – | – | ﹤0.01% | 2517 |
|
|
2023
Q3 | $126K | Buy |
+17,663
| New | +$126K | ﹤0.01% | 2343 |
|
|
2017
Q3 | – | Sell |
-3,785
| Closed | -$37K | – | 3278 |
|
|
2017
Q2 | $37K | Hold |
3,785
| – | – | ﹤0.01% | 2735 |
|
|
2017
Q1 | $36K | Hold |
3,785
| – | – | ﹤0.01% | 2684 |
|
|
2016
Q4 | $36K | Hold |
3,785
| – | – | ﹤0.01% | 2635 |
|
|
2016
Q3 | $40K | Hold |
3,785
| – | – | ﹤0.01% | 2516 |
|
|
2016
Q2 | $40K | Hold |
3,785
| – | – | ﹤0.01% | 2285 |
|
|
2016
Q1 | $39K | Hold |
3,785
| – | – | ﹤0.01% | 2256 |
|
|
2015
Q4 | $39K | Hold |
3,785
| – | – | ﹤0.01% | 2301 |
|
|
2015
Q3 | $37K | Buy |
+3,785
| New | +$37K | ﹤0.01% | 2263 |
|
|
2015
Q2 | – | Sell |
-3,785
| Closed | -$38K | – | 2533 |
|
|
2015
Q1 | $38K | Buy |
+3,785
| New | +$38K | ﹤0.01% | 2202 |
|