Melfa Wealth 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 | $349K | Buy |
46,347
+11,850
| +34% | +$89.1K | 0.22% | 112 |
|
|
2025
Q1 | $269K | Hold |
34,497
| – | – | 0.18% | 130 |
|
|
2024
Q4 | $267K | Hold |
34,497
| – | – | 0.18% | 132 |
|
|
2024
Q3 | $283K | Buy |
34,497
+11,750
| +52% | +$96.4K | 0.19% | 126 |
|
|
2024
Q2 | $179K | Hold |
22,747
| – | – | 0.13% | 169 |
|
|
2024
Q1 | $180K | Hold |
22,747
| – | – | 0.13% | 162 |
|
|
2023
Q4 | $175K | Hold |
22,747
| – | – | 0.16% | 119 |
|
|
2023
Q3 | $163K | Hold |
22,747
| – | – | 0.18% | 110 |
|
|
2023
Q2 | $173K | Sell |
22,747
-2,161
| -9% | -$16.5K | 0.18% | 112 |
|
|
2023
Q1 | $197K | Buy |
24,908
+13
| +0.1% | +$103 | 0.2% | 110 |
|
|
2022
Q4 | $189K | Buy |
+24,895
| New | +$189K | 0.2% | 107 |
|