MML Investors Services’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
Q4 | – | Sell |
-10,422
| Closed | -$75K | – | 2500 |
|
|
2023
Q3 | $75K | Sell |
10,422
-36
| -0.3% | -$259 | ﹤0.01% | 2255 |
|
|
2023
Q2 | $80K | Buy |
+10,458
| New | +$80K | ﹤0.01% | 2258 |
|
|
2018
Q4 | – | Sell |
-14,144
| Closed | -$120K | – | 1601 |
|
|
2018
Q3 | $120K | Buy |
14,144
+416
| +3% | +$3.53K | ﹤0.01% | 1562 |
|
|
2018
Q2 | $119K | Buy |
13,728
+59
| +0.4% | +$511 | ﹤0.01% | 1321 |
|
|
2018
Q1 | $118K | Sell |
13,669
-726
| -5% | -$6.27K | ﹤0.01% | 1332 |
|
|
2017
Q4 | $134K | Sell |
14,395
-931
| -6% | -$8.67K | ﹤0.01% | 1346 |
|
|
2017
Q3 | $149K | Sell |
15,326
-203
| -1% | -$1.97K | ﹤0.01% | 1259 |
|
|
2017
Q2 | $153K | Sell |
15,529
-13,382
| -46% | -$132K | ﹤0.01% | 1215 |
|
|
2017
Q1 | $276K | Buy |
+28,911
| New | +$276K | 0.01% | 624 |
|