Pathstone Holdings

Pathstone Holdings’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Pathstone Holdings’s Portfolio SBI Stock Details SBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.5M	Sell
2025 Q1	$1.98M	Sell
2024 Q4	$2.06M	Sell
2024 Q3	$2.22M	Buy
2024 Q2	$1.72M	Sell
2024 Q1	$1.79M	Buy
2023 Q4	$1.68M	Buy