Dynamic Advisor Solutions’s Western Asset Managed Municipals Fund MMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,070
| Closed | -$193K | – | 697 |
|
|
2020
Q4 | $193K | Hold |
15,070
| – | – | 0.02% | 607 |
|
|
2020
Q3 | $184K | Buy |
15,070
+750
| +5% | +$9.16K | 0.02% | 541 |
|
|
2020
Q2 | $172K | Hold |
14,320
| – | – | 0.02% | 491 |
|
|
2020
Q1 | $171K | Hold |
14,320
| – | – | 0.03% | 421 |
|
|
2019
Q4 | $191K | Hold |
14,320
| – | – | 0.03% | 508 |
|
|
2019
Q3 | $197K | Buy |
14,320
+920
| +7% | +$12.7K | 0.03% | 470 |
|
|
2019
Q2 | $184K | Hold |
13,400
| – | – | 0.03% | 463 |
|
|
2019
Q1 | $176K | Buy |
13,400
+750
| +6% | +$9.85K | 0.03% | 389 |
|
|
2018
Q4 | $165K | Sell |
12,650
-300
| -2% | -$3.91K | 0.04% | 366 |
|
|
2018
Q3 | $157K | Hold |
12,950
| – | – | 0.03% | 389 |
|
|
2018
Q2 | $164K | Buy |
12,950
+300
| +2% | +$3.8K | 0.04% | 388 |
|
|
2018
Q1 | $165K | Buy |
+12,650
| New | +$165K | 0.04% | 346 |
|