Mosaic Family Wealth Partners’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 | $339K | Sell |
34,272
-11,733
| -26% | -$116K | 0.04% | 163 |
|
|
2025
Q1 | $473K | Hold |
46,005
| – | – | 0.07% | 134 |
|
|
2024
Q4 | $469K | Sell |
46,005
-900
| -2% | -$9.18K | 0.07% | 129 |
|
|
2024
Q3 | $508K | Hold |
46,905
| – | – | 0.08% | 122 |
|
|
2024
Q2 | $485K | Buy |
46,905
+18,338
| +64% | +$190K | 0.08% | 119 |
|
|
2024
Q1 | $299K | Sell |
28,567
-26,963
| -49% | -$282K | 0.05% | 165 |
|
|
2023
Q4 | $565K | Hold |
55,530
| – | – | 0.1% | 105 |
|
|
2023
Q3 | $496K | Hold |
55,530
| – | – | 0.1% | 106 |
|
|
2023
Q2 | $551K | Sell |
55,530
-6,111
| -10% | -$60.7K | 0.11% | 102 |
|
|
2023
Q1 | $634K | Hold |
61,641
| – | – | 0.13% | 91 |
|
|
2022
Q4 | $621K | Buy |
+61,641
| New | +$621K | 0.18% | 87 |
|