SOA Wealth Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63K | Hold |
483
| – | – | ﹤0.01% | 673 |
|
|
2025
Q1 | $3.77K | Hold |
483
| – | – | ﹤0.01% | 658 |
|
|
2024
Q4 | $3.74K | Hold |
483
| – | – | ﹤0.01% | 638 |
|
|
2024
Q3 | $3.96K | Hold |
483
| – | – | ﹤0.01% | 622 |
|
|
2024
Q2 | $3.8K | Hold |
483
| – | – | ﹤0.01% | 624 |
|
|
2024
Q1 | $3.83K | Hold |
483
| – | – | ﹤0.01% | 637 |
|
|
2023
Q4 | $3.72K | Hold |
483
| – | – | ﹤0.01% | 631 |
|
|
2023
Q3 | $3.46K | Hold |
483
| – | – | ﹤0.01% | 657 |
|
|
2023
Q2 | $3.68K | Hold |
483
| – | – | ﹤0.01% | 655 |
|
|
2023
Q1 | $3.82K | Hold |
483
| – | – | ﹤0.01% | 658 |
|
|
2022
Q4 | $3.67K | Hold |
483
| – | – | ﹤0.01% | 662 |
|
|
2022
Q3 | $3K | Hold |
483
| – | – | ﹤0.01% | 677 |
|
|
2022
Q2 | $3K | Hold |
483
| – | – | ﹤0.01% | 660 |
|
|
2022
Q1 | $4K | Hold |
483
| – | – | ﹤0.01% | 726 |
|
|
2021
Q4 | $4K | Hold |
483
| – | – | ﹤0.01% | 703 |
|
|
2021
Q3 | $4K | Hold |
483
| – | – | ﹤0.01% | 722 |
|
|
2021
Q2 | $4K | Hold |
483
| – | – | ﹤0.01% | 703 |
|
|
2021
Q1 | $4K | Hold |
483
| – | – | ﹤0.01% | 654 |
|
|
2020
Q4 | $4K | Buy |
+483
| New | +$4K | ﹤0.01% | 641 |
|