Northwestern Mutual Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-610
| Closed | -$4.72K | – | 3912 |
|
|
2024
Q4 | $4.72K | Buy |
+610
| New | +$4.72K | ﹤0.01% | 2970 |
|
|
2023
Q2 | – | Sell |
-1,334
| Closed | -$10.5K | – | 3574 |
|
|
2023
Q1 | $10.5K | Buy |
+1,334
| New | +$10.5K | ﹤0.01% | 2496 |
|
|
2022
Q3 | – | Sell |
-3,470
| Closed | -$28K | – | 3355 |
|
|
2022
Q2 | $28K | Buy |
+3,470
| New | +$28K | ﹤0.01% | 2109 |
|
|
2019
Q3 | – | Sell |
-3,470
| Closed | -$31K | – | 2659 |
|
|
2019
Q2 | $31K | Hold |
3,470
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q1 | $31K | Buy |
+3,470
| New | +$31K | ﹤0.01% | 1549 |
|
|
2018
Q3 | – | Sell |
-136
| Closed | -$1K | – | 2615 |
|
|
2018
Q2 | $1K | Buy |
+136
| New | +$1K | ﹤0.01% | 2279 |
|