Mariner’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 | $148K | Hold |
19,618
| – | – | ﹤0.01% | 3152 |
|
2025
Q1 | $153K | Hold |
19,618
| – | – | ﹤0.01% | 3089 |
|
2024
Q4 | $152K | Hold |
19,618
| – | – | ﹤0.01% | 3083 |
|
2024
Q3 | $161K | Hold |
19,618
| – | – | ﹤0.01% | 2987 |
|
2024
Q2 | $154K | Sell |
19,618
-1
| -0% | -$8 | ﹤0.01% | 2854 |
|
2024
Q1 | $155K | Sell |
19,619
-1,000
| -5% | -$7.92K | ﹤0.01% | 2838 |
|
2023
Q4 | $159K | Hold |
20,619
| – | – | ﹤0.01% | 2754 |
|
2023
Q3 | $148K | Sell |
20,619
-5,513
| -21% | -$39.5K | ﹤0.01% | 2608 |
|
2023
Q2 | $199K | Sell |
26,132
-1,656
| -6% | -$12.6K | ﹤0.01% | 2472 |
|
2023
Q1 | $220K | Hold |
27,788
| – | – | ﹤0.01% | 2341 |
|
2022
Q4 | $211K | Sell |
27,788
-2,931
| -10% | -$22.3K | ﹤0.01% | 2315 |
|
2022
Q3 | $226K | Sell |
30,719
-10,250
| -25% | -$75.4K | ﹤0.01% | 1979 |
|
2022
Q2 | $330K | Sell |
40,969
-25,012
| -38% | -$201K | ﹤0.01% | 1258 |
|
2022
Q1 | $567K | Buy |
65,981
+28,268
| +75% | +$243K | ﹤0.01% | 1102 |
|
2021
Q4 | $364K | Hold |
37,713
| – | – | ﹤0.01% | 1067 |
|
2021
Q3 | $368K | Buy |
+37,713
| New | +$368K | ﹤0.01% | 906 |
|