Sard Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,892
| Closed | -$92.8K | – | 50 |
|
|
2025
Q1 | $92.8K | Hold |
11,892
| – | – | 0.06% | 48 |
|
|
2024
Q4 | $92K | Sell |
11,892
-3,052
| -20% | -$23.6K | 0.06% | 46 |
|
|
2024
Q3 | $123K | Hold |
14,944
| – | – | 0.08% | 46 |
|
|
2024
Q2 | $117K | Buy |
+14,944
| New | +$117K | 0.08% | 44 |
|
|
2024
Q1 | – | Sell |
-34,740
| Closed | -$267K | – | 44 |
|
|
2023
Q4 | $267K | Buy |
+34,740
| New | +$267K | 0.27% | 35 |
|