Basepoint Wealth LLC’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 | $221K | Sell |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $298K | Buy |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $319K | Buy |
|