Moisand Fitzgerald Tamayo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,581
| Closed | -$22K | – | 667 |
|
|
2022
Q1 | $22K | Hold |
2,581
| – | – | 0.01% | 135 |
|
|
2021
Q4 | $25K | Hold |
2,581
| – | – | 0.01% | 197 |
|
|
2021
Q3 | $25K | Hold |
2,581
| – | – | 0.01% | 185 |
|
|
2021
Q2 | $25K | Hold |
2,581
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $24K | Hold |
2,581
| – | – | 0.01% | 160 |
|
|
2020
Q4 | $24K | Hold |
2,581
| – | – | 0.01% | 158 |
|
|
2020
Q3 | $23K | Hold |
2,581
| – | – | 0.01% | 154 |
|
|
2020
Q2 | $22K | Hold |
2,581
| – | – | 0.01% | 145 |
|
|
2020
Q1 | $22K | Hold |
2,581
| – | – | 0.01% | 144 |
|
|
2019
Q4 | $23K | Hold |
2,581
| – | – | 0.01% | 158 |
|
|
2019
Q3 | $24K | Hold |
2,581
| – | – | 0.01% | 152 |
|
|
2019
Q2 | $23K | Hold |
2,581
| – | – | 0.01% | 149 |
|
|
2019
Q1 | $23K | Hold |
2,581
| – | – | 0.01% | 155 |
|
|
2018
Q4 | $22K | Hold |
2,581
| – | – | 0.01% | 152 |
|
|
2018
Q3 | $22K | Hold |
2,581
| – | – | 0.01% | 160 |
|
|
2018
Q2 | $22K | Hold |
2,581
| – | – | 0.01% | 155 |
|
|
2018
Q1 | $22K | Hold |
2,581
| – | – | 0.01% | 161 |
|
|
2017
Q4 | $24K | Hold |
2,581
| – | – | 0.01% | 140 |
|
|
2017
Q3 | $25K | Buy |
+2,581
| New | +$25K | 0.02% | 149 |
|
|
2016
Q2 | – | Sell |
-2,581
| Closed | -$27K | – | 170 |
|
|
2016
Q1 | $27K | Hold |
2,581
| – | – | 0.02% | 118 |
|
|
2015
Q4 | $26K | Buy |
+2,581
| New | +$26K | 0.02% | 116 |
|