SkyView 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $106K | Hold |
14,058
| – | – | 0.02% | 267 |
|
2025
Q1 | $110K | Hold |
14,058
| – | – | 0.02% | 264 |
|
2024
Q4 | $109K | Hold |
14,058
| – | – | 0.02% | 238 |
|
2024
Q3 | $115K | Sell |
14,058
-5,018
| -26% | -$41K | 0.02% | 233 |
|
2024
Q2 | $150K | Sell |
19,076
-66,367
| -78% | -$522K | 0.03% | 265 |
|
2024
Q1 | $677K | Buy |
+85,443
| New | +$677K | 0.13% | 144 |
|
2023
Q4 | – | Sell |
-95,475
| Closed | -$684K | – | 432 |
|
2023
Q3 | $684K | Hold |
95,475
| – | – | 0.28% | 96 |
|
2023
Q2 | $728K | Hold |
95,475
| – | – | 0.18% | 154 |
|
2023
Q1 | $755K | Hold |
95,475
| – | – | 0.18% | 159 |
|
2022
Q4 | $725K | Hold |
95,475
| – | – | 0.22% | 158 |
|
2022
Q3 | $702K | Buy |
+95,475
| New | +$702K | 0.21% | 168 |
|