Mariner Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-36,068
| Closed | -$274K | – | 46 |
|
|
2022
Q4 | $274K | Sell |
36,068
-27,831
| -44% | -$211K | 0.8% | 35 |
|
|
2022
Q3 | $470K | Buy |
63,899
+22,212
| +53% | +$163K | 0.52% | 41 |
|
|
2022
Q2 | $336K | Buy |
+41,687
| New | +$336K | 0.35% | 58 |
|
|
2019
Q4 | – | Sell |
-35,792
| Closed | -$329K | – | 86 |
|
|
2019
Q3 | $329K | Sell |
35,792
-4,790
| -12% | -$44K | 0.51% | 41 |
|
|
2019
Q2 | $364K | Hold |
40,582
| – | – | 0.64% | 43 |
|
|
2019
Q1 | $358K | Hold |
40,582
| – | – | 0.48% | 56 |
|
|
2018
Q4 | $339K | Hold |
40,582
| – | – | 0.47% | 70 |
|
|
2018
Q3 | $343K | Hold |
40,582
| – | – | 0.7% | 47 |
|
|
2018
Q2 | $352K | Buy |
+40,582
| New | +$352K | 0.76% | 39 |
|