Kestra Advisory Services’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
Q4 | – | Sell |
-10,750
| Closed | -$88.2K | – | 2786 |
|
|
2024
Q3 | $88.2K | Hold |
10,750
| – | – | ﹤0.01% | 2470 |
|
|
2024
Q2 | $84.5K | Buy |
+10,750
| New | +$84.5K | ﹤0.01% | 2527 |
|
|
2021
Q4 | – | Sell |
-30,257
| Closed | -$295K | – | 2169 |
|
|
2021
Q3 | $295K | Buy |
+30,257
| New | +$295K | ﹤0.01% | 1684 |
|
|
2021
Q1 | – | Sell |
-55,006
| Closed | -$505K | – | 2032 |
|
|
2020
Q4 | $505K | Buy |
+55,006
| New | +$505K | 0.01% | 1206 |
|