Sound View Wealth Advisors Group’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-10,750
Closed -$227K 293
2021
Q1
$227K Hold
10,750
0.05% 246
2020
Q4
$224K Sell
10,750
-1,600
-13% -$32.6K 0.05% 236
2020
Q3
$250K Sell
12,350
-600
-5% -$12.2K 0.07% 217
2020
Q2
$256K Hold
12,950
0.07% 202
2020
Q1
$244K Hold
12,950
0.08% 183
2019
Q4
$271K Sell
12,950
-600
-4% -$12.9K 0.08% 205
2019
Q3
$293K Hold
13,550
0.09% 195
2019
Q2
$296K Buy
+13,550
New +$292K 0.09% 196

Sound View Wealth Advisors Group's MTT Position: Q2 2021 in Review

Sound View Wealth Advisors Group sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q2 2021, closing a stake of 10,750 shares — an estimated $227K sold.

Sound View Wealth Advisors Group first reported a position in MTT in Q2 2019 and held it in 8 quarters. The position peaked at $296K in Q2 2019. 0 funds tracked by Wall St. Rank hold MTT as of Q2 2021.

  • Sound View Wealth Advisors Group reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q2 2021 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 10,750 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q2 2021, an estimated $227K.
  • Sound View Wealth Advisors Group first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q2 2019 and held it in 8 quarters.
  • Sound View Wealth Advisors Group's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $296K in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q2 2021.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2021, filed 21 Jul 2021.