Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.1K | Sell |
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|
2025
Q1 | $64.1K | Buy |
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|
2024
Q4 | $2.72K | Hold |
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|
2024
Q3 | $2.88K | Hold |
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|
2024
Q2 | $2.76K | Hold |
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|
2024
Q1 | $2.78K | Sell |
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|
2023
Q4 | $7.75K | Hold |
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|
2023
Q3 | $7.21K | Hold |
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|
2023
Q2 | $7.67K | Hold |
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|
2023
Q1 | $7.96K | Hold |
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|
2022
Q4 | $7.64K | Hold |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $11K | Sell |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $309K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $25K | Hold |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $25K | Sell |
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|
2017
Q4 | $44K | Hold |
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|
2017
Q3 | $46K | Buy |
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|
2017
Q2 | $17K | Buy |
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