ProVise Management Group’s Western Asset Intermediate Muni Fund SBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.8K | Hold |
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|
2025
Q1 | $83.8K | Hold |
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|
2024
Q4 | $83.2K | Hold |
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|
2024
Q3 | $88.2K | Hold |
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|
2024
Q2 | $84.5K | Hold |
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|
2024
Q1 | $85.1K | Sell |
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|
2023
Q4 | $106K | Sell |
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|
2023
Q3 | $184K | Hold |
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|
2023
Q2 | $196K | Hold |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $195K | Sell |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $295K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $281K | Hold |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $274K | Buy |
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|
2020
Q2 | $248K | Buy |
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|
2020
Q1 | $229K | Buy |
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|
2019
Q4 | $238K | Hold |
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|
2019
Q3 | $241K | Hold |
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|
2019
Q2 | $234K | Sell |
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|
2019
Q1 | $242K | Hold |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $252K | Hold |
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|
2018
Q2 | $258 | Hold |
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|
2018
Q1 | $257K | Buy |
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|
2017
Q4 | $268K | Hold |
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|
2017
Q3 | $280K | Buy |
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|
2017
Q2 | $261K | Buy |
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|
2017
Q1 | $247K | Sell |
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|
2016
Q4 | $250K | Sell |
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|
2016
Q3 | $309K | Buy |
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|
2016
Q2 | $171K | Buy |
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|
2016
Q1 | $161K | Buy |
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|
2015
Q4 | $154K | Hold |
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|
2015
Q3 | $149K | Buy |
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|
2015
Q2 | $147K | Buy |
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|
2015
Q1 | $142K | Hold |
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|
2014
Q4 | $138K | Hold |
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|
2014
Q3 | $137K | Sell |
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|
2014
Q2 | $164K | Hold |
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|
2014
Q1 | $160K | Buy |
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|
2013
Q4 | $149K | Sell |
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|
2013
Q3 | $214K | Sell |
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|
2013
Q2 | $228K | Buy |
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