Narwhal Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,661
| Closed | -$82.1K | – | 170 |
|
|
2023
Q4 | $82.1K | Buy |
10,661
+172
| +2% | +$1.32K | 0.01% | 163 |
|
|
2023
Q3 | $75.1K | Sell |
10,489
-1,119
| -10% | -$8.01K | 0.01% | 162 |
|
|
2023
Q2 | $88.5K | Sell |
11,608
-91
| -0.8% | -$693 | 0.01% | 164 |
|
|
2023
Q1 | $92.5K | Buy |
11,699
+7
| +0.1% | +$55 | 0.01% | 158 |
|
|
2022
Q4 | $88.7K | Sell |
11,692
-6,032
| -34% | -$45.8K | 0.01% | 156 |
|
|
2022
Q3 | $130K | Sell |
17,724
-307
| -2% | -$2.25K | 0.02% | 145 |
|
|
2022
Q2 | $145K | Sell |
18,031
-3,466
| -16% | -$27.9K | 0.02% | 147 |
|
|
2022
Q1 | $185K | Sell |
21,497
-1,099
| -5% | -$9.46K | 0.02% | 147 |
|
|
2021
Q4 | $218K | Sell |
22,596
-4,584
| -17% | -$44.2K | 0.02% | 147 |
|
|
2021
Q3 | $265K | Sell |
27,180
-435
| -2% | -$4.24K | 0.03% | 130 |
|
|
2021
Q2 | $270K | Buy |
27,615
+2,124
| +8% | +$20.8K | 0.03% | 135 |
|
|
2021
Q1 | $237K | Buy |
+25,491
| New | +$237K | 0.03% | 136 |
|