Realta Investment 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
-2,468
Closed -$23K 1183
2019
Q4
$23K Buy
2,468
+7
+0.3% +$65 0.01% 880
2019
Q3
$22K Buy
2,461
+11
+0.4% +$98 0.01% 893
2019
Q2
$22K Buy
2,450
+1,200
+96% +$10.8K 0.01% 906
2019
Q1
$11K Buy
+1,250
New +$11K 0.01% 893