Fort Point Capital Partners’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
-61,276
Closed -$482K 327
2024
Q2
$482K Buy
61,276
+11,174
+22% +$87.8K 0.06% 193
2024
Q1
$397K Buy
50,102
+25,389
+103% +$201K 0.05% 212
2023
Q4
$190K Buy
24,713
+8,425
+52% +$64.9K 0.03% 277
2023
Q3
$117K Buy
+16,288
New +$117K 0.02% 265