NewEdge Advisors’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
Q3 | – | Sell |
-424
| Closed | -$3.33K | – | 3928 |
|
|
2024
Q2 | $3.33K | Hold |
424
| – | – | ﹤0.01% | 3208 |
|
|
2024
Q1 | $3.36K | Hold |
424
| – | – | ﹤0.01% | 3269 |
|
|
2023
Q4 | $3.27K | Hold |
424
| – | – | ﹤0.01% | 3240 |
|
|
2023
Q3 | $3.04K | Sell |
424
-473
| -53% | -$3.39K | ﹤0.01% | 2951 |
|
|
2023
Q2 | $6.84K | Hold |
897
| – | – | ﹤0.01% | 2718 |
|
|
2023
Q1 | $7.09K | Hold |
897
| – | – | ﹤0.01% | 2673 |
|
|
2022
Q4 | $7 | Buy |
+897
| New | +$7 | ﹤0.01% | 3762 |
|