Steward Partners Investment Advisory’s Western Asset Managed Municipals Fund MMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Buy |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $895K | Buy |
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|
2024
Q1 | $853K | Buy |
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|
2023
Q4 | $790K | Buy |
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|
2023
Q3 | $142K | Sell |
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|
2023
Q2 | $175K | Buy |
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|
2023
Q1 | $155K | Hold |
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|
2022
Q4 | $151K | Sell |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | $165K | Buy |
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|
2021
Q4 | $176K | Buy |
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|
2021
Q3 | $174K | Hold |
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|
2021
Q2 | $177K | Sell |
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|
2021
Q1 | $211K | Hold |
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|
2020
Q4 | $209K | Hold |
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|
2020
Q3 | $198K | Sell |
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|
2020
Q2 | $228K | Buy |
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|
2020
Q1 | $217K | Buy |
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|
2019
Q4 | $216K | Buy |
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|
2019
Q3 | $150K | Hold |
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|
2019
Q2 | $150K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $46K | Sell |
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|
2018
Q2 | $64K | Hold |
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|
2018
Q1 | $66K | Hold |
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|
2017
Q4 | $71K | Buy |
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|
2017
Q3 | $68K | Buy |
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|
2017
Q2 | $5K | Buy |
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