Envestnet Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $105K | Hold |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $110K | Buy |
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|
2024
Q2 | $105K | Sell |
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|
2024
Q1 | $139K | Sell |
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|
2023
Q4 | $144K | Sell |
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|
2023
Q3 | $844K | Sell |
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|
2023
Q2 | $907K | Sell |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.53M | Sell |
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|
2020
Q2 | $1.8M | Sell |
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|
2020
Q1 | $2M | Sell |
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|
2019
Q4 | $2.27M | Buy |
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|
2019
Q3 | $515K | Buy |
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|
2019
Q2 | $291K | Buy |
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|
2019
Q1 | $255K | Buy |
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|
2018
Q4 | $230K | Buy |
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|
2018
Q3 | $224K | Buy |
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