Plante Moran Financial 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
2020
Q1
Sell
-2,000
Closed -$18K 828
2019
Q4
$18K Hold
2,000
0.01% 476
2019
Q3
$18K Hold
2,000
0.01% 520
2019
Q2
$18K Hold
2,000
0.01% 490
2019
Q1
$18K Buy
+2,000
New +$18K 0.01% 489