Mercer Global Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.7K | Sell |
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|
2025
Q1 | $122K | Hold |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $129K | Hold |
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|
2024
Q2 | $123K | Sell |
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|
2024
Q1 | $139K | Sell |
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|
2023
Q4 | $165K | Sell |
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|
2023
Q3 | $160K | Hold |
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|
2023
Q2 | $170K | Sell |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $516K | Sell |
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|
2021
Q4 | $596K | Hold |
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|
2021
Q3 | $602K | Sell |
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|
2021
Q2 | $626K | Sell |
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|
2021
Q1 | $605K | Sell |
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|
2020
Q4 | $660K | Sell |
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|
2020
Q3 | $842K | Sell |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $1.58M | Sell |
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|
2019
Q4 | $1.93M | Sell |
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|
2019
Q3 | $1.99M | Sell |
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|
2019
Q2 | $2.1M | Buy |
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