SVWAG
MTT
Sound View Wealth Advisors Group’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$33.3K | 0.05% | 236 |
|
|
2020
Q3 | $250K | Sell |
12,350
-600
| -5% | -$12.1K | 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% | -$12.6K | 0.08% | 205 |
|
|
2019
Q3 | $293K | Hold |
13,550
| – | – | 0.09% | 195 |
|
|
2019
Q2 | $296K | Buy |
+13,550
| New | +$296K | 0.09% | 196 |
|