Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $209K | Sell |
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|
2018
Q1 | $258K | Sell |
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|
2017
Q4 | $347K | Buy |
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|
2017
Q3 | $323K | Buy |
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|
2017
Q2 | $324K | Sell |
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|
2017
Q1 | $409K | Sell |
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|
2016
Q4 | $412K | Buy |
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|
2016
Q3 | $153K | Sell |
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|
2016
Q2 | $325K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $227K | Sell |
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|
2013
Q2 | $239K | Buy |
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