Dynamic Advisor Solutions’s Western Asset Intermediate Muni Fund SBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,240
| Closed | -$112K | – | 746 |
|
|
2022
Q3 | $112K | Hold |
15,240
| – | – | 0.01% | 650 |
|
|
2022
Q2 | $123K | Hold |
15,240
| – | – | 0.01% | 675 |
|
|
2022
Q1 | $131K | Hold |
15,240
| – | – | 0.01% | 695 |
|
|
2021
Q4 | $147K | Hold |
15,240
| – | – | 0.01% | 697 |
|
|
2021
Q3 | $149K | Hold |
15,240
| – | – | 0.01% | 711 |
|
|
2021
Q2 | $149K | Hold |
15,240
| – | – | 0.01% | 697 |
|
|
2021
Q1 | $142K | Hold |
15,240
| – | – | 0.01% | 636 |
|
|
2020
Q4 | $140K | Hold |
15,240
| – | – | 0.01% | 629 |
|
|
2020
Q3 | $138K | Hold |
15,240
| – | – | 0.02% | 558 |
|
|
2020
Q2 | $130K | Hold |
15,240
| – | – | 0.02% | 514 |
|
|
2020
Q1 | $128K | Hold |
15,240
| – | – | 0.02% | 438 |
|
|
2019
Q4 | $138K | Hold |
15,240
| – | – | 0.02% | 527 |
|
|
2019
Q3 | $140K | Hold |
15,240
| – | – | 0.02% | 489 |
|
|
2019
Q2 | $136K | Hold |
15,240
| – | – | 0.02% | 479 |
|
|
2019
Q1 | $134K | Buy |
+15,240
| New | +$134K | 0.03% | 401 |
|