Melone Private Wealth’s Western Asset Managed Municipals Fund MMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Sell |
77,578
-82,876
| -52% | -$820K | 0.39% | 33 |
|
|
2025
Q1 | $1.65M | Buy |
160,454
+1,026
| +0.6% | +$10.6K | 0.86% | 23 |
|
|
2024
Q4 | $1.63M | Sell |
159,428
-9,314
| -6% | -$95K | 0.84% | 23 |
|
|
2024
Q3 | $1.83M | Buy |
168,742
+1,024
| +0.6% | +$11.1K | 0.97% | 22 |
|
|
2024
Q2 | $1.74M | Buy |
167,718
+1,764
| +1% | +$18.3K | 1.03% | 24 |
|
|
2024
Q1 | $1.73M | Buy |
165,954
+1,128
| +0.7% | +$11.8K | 1.04% | 25 |
|
|
2023
Q4 | $1.68M | Buy |
164,826
+3,057
| +2% | +$31.1K | 1.07% | 24 |
|
|
2023
Q3 | $1.44M | Sell |
161,769
-4,831
| -3% | -$43.1K | 1.03% | 25 |
|
|
2023
Q2 | $1.65M | Buy |
166,600
+1,133
| +0.7% | +$11.3K | 1.17% | 23 |
|
|
2023
Q1 | $1.71M | Buy |
165,467
+1,962
| +1% | +$20.3K | 1.31% | 23 |
|
|
2022
Q4 | $1.65M | Buy |
163,505
+1,738
| +1% | +$17.5K | 1.4% | 23 |
|
|
2022
Q3 | $1.58M | Sell |
161,767
-18,425
| -10% | -$180K | 1.38% | 22 |
|
|
2022
Q2 | $1.96M | Buy |
180,192
+3,515
| +2% | +$38.2K | 1.66% | 21 |
|
|
2022
Q1 | $1.96M | Buy |
176,677
+2,935
| +2% | +$32.5K | 1.6% | 22 |
|
|
2021
Q4 | $2.27M | Buy |
+173,742
| New | +$2.27M | 1.71% | 20 |
|