Tortoise Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $687K | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $144K | Hold |
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|
2022
Q2 | $158K | Hold |
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|
2022
Q1 | $169K | Hold |
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|
2021
Q4 | $189K | Hold |
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|
2021
Q3 | $191K | Sell |
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|
2021
Q2 | $202K | Hold |
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|
2021
Q1 | $192K | Hold |
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|
2020
Q4 | $190K | Hold |
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|
2020
Q3 | $187K | Hold |
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|
2020
Q2 | $177K | Hold |
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|
2020
Q1 | $174K | Hold |
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|
2019
Q4 | $187K | Sell |
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|
2019
Q3 | $226K | Hold |
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|
2019
Q2 | $220K | Hold |
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|
2019
Q1 | $217K | Hold |
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|
2018
Q4 | $206K | Buy |
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|
2018
Q3 | $175K | Buy |
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|
2018
Q2 | $153K | Sell |
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|
2018
Q1 | $199K | Sell |
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|
2017
Q4 | $335K | Hold |
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|
2017
Q3 | $350K | Hold |
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|
2017
Q2 | $354K | Hold |
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|
2017
Q1 | $343K | Hold |
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|
2016
Q4 | $342K | Hold |
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|
2016
Q3 | $379K | Hold |
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|
2016
Q2 | $380K | Sell |
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|
2016
Q1 | $487K | Sell |
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|
2015
Q4 | $718K | Sell |
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|
2015
Q3 | $893K | Hold |
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|
2015
Q2 | $877K | Sell |
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|
2015
Q1 | $922K | Sell |
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|
2014
Q4 | $998K | Hold |
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|
2014
Q3 | $993K | Sell |
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|
2014
Q2 | $1.15M | Sell |
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|
2014
Q1 | $1.28M | Sell |
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|
2013
Q4 | $1.24M | Sell |
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|
2013
Q3 | $1.27M | Buy |
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|
2013
Q2 | $839K | Buy |
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