Spire Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-330
| Closed | -$2.53K | – | 2358 |
|
|
2026
Q1 | $2.53K | Hold |
330
| – | – | ﹤0.01% | 1997 |
|
|
2025
Q4 | $2.53K | Hold |
330
| – | – | ﹤0.01% | 2053 |
|
|
2025
Q3 | $2.61K | Hold |
330
| – | – | ﹤0.01% | 2109 |
|
|
2025
Q2 | $2.48K | Hold |
330
| – | – | ﹤0.01% | 2133 |
|
|
2025
Q1 | $2.57K | Hold |
330
| – | – | ﹤0.01% | 2223 |
|
|
2024
Q4 | $2.55K | Hold |
330
| – | – | ﹤0.01% | 2198 |
|
|
2024
Q3 | $2.71K | Hold |
330
| – | – | ﹤0.01% | 1939 |
|
|
2024
Q2 | $2.59K | Hold |
330
| – | – | ﹤0.01% | 1964 |
|
|
2024
Q1 | $2.61K | Hold |
330
| – | – | ﹤0.01% | 2045 |
|
|
2023
Q4 | $2.54K | Hold |
330
| – | – | ﹤0.01% | 2097 |
|
|
2023
Q3 | $2.36K | Hold |
330
| – | – | ﹤0.01% | 2103 |
|
|
2023
Q2 | $2.52K | Hold |
330
| – | – | ﹤0.01% | 2160 |
|
|
2023
Q1 | $2.61K | Hold |
330
| – | – | ﹤0.01% | 2204 |
|
|
2022
Q4 | $3K | Hold |
330
| – | – | ﹤0.01% | 1990 |
|
|
2022
Q3 | $2K | Hold |
330
| – | – | ﹤0.01% | 1990 |
|
|
2022
Q2 | $3K | Hold |
330
| – | – | ﹤0.01% | 2294 |
|
|
2022
Q1 | $3K | Hold |
330
| – | – | ﹤0.01% | 2346 |
|
|
2021
Q4 | $3K | Hold |
330
| – | – | ﹤0.01% | 2716 |
|
|
2021
Q3 | $3K | Hold |
330
| – | – | ﹤0.01% | 2414 |
|
|
2021
Q2 | $3K | Hold |
330
| – | – | ﹤0.01% | 2434 |
|
|
2021
Q1 | $3K | Buy |
+330
| New | +$3.05K | ﹤0.01% | 2770 |
|
Other funds holding SBI
HWAM
RP
NWMP
SFWA
BHWM
CA
HWP