Horizon Kinetics Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.2K | Buy |
+11,334
| New | +$85.2K | ﹤0.01% | 336 |
|
|
2020
Q4 | – | Sell |
-22,865
| Closed | -$207K | – | 359 |
|
|
2020
Q3 | $207K | Sell |
22,865
-234
| -1% | -$2.12K | 0.01% | 329 |
|
|
2020
Q2 | $198K | Hold |
23,099
| – | – | 0.01% | 353 |
|
|
2020
Q1 | $195K | Sell |
23,099
-3,239
| -12% | -$27.3K | 0.01% | 318 |
|
|
2019
Q4 | $239K | Sell |
26,338
-549
| -2% | -$4.98K | 0.01% | 437 |
|
|
2019
Q3 | $247K | Hold |
26,887
| – | – | 0.01% | 426 |
|
|
2019
Q2 | $240K | Sell |
26,887
-96
| -0.4% | -$857 | 0.01% | 437 |
|
|
2019
Q1 | $238K | Buy |
+26,983
| New | +$238K | 0.01% | 438 |
|