KMS Financial 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
2014
Q3
$152K Buy
+15,650
New +$152K 0.02% 498
2014
Q2
Sell
-10,500
Closed -$100K 569
2014
Q1
$100K Sell
10,500
-6,000
-36% -$57.1K 0.02% 512
2013
Q4
$149K Buy
+16,500
New +$149K 0.03% 481