Tobias Financial Advisors’s Western Asset Municipal High Income Fund MHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,696
| Closed | -$95K | – | 70 |
|
|
2020
Q4 | $95K | Sell |
12,696
-12,696
| -50% | -$95K | 0.04% | 63 |
|
|
2020
Q3 | $189K | Hold |
25,392
| – | – | 0.1% | 60 |
|
|
2020
Q2 | $181K | Hold |
25,392
| – | – | 0.11% | 56 |
|
|
2020
Q1 | $180K | Hold |
25,392
| – | – | 0.13% | 50 |
|
|
2019
Q4 | $192K | Buy |
+25,392
| New | +$192K | 0.12% | 52 |
|