TRUE Private Wealth Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,210
| Closed | -$94K | – | 303 |
|
|
2023
Q4 | $94K | Hold |
12,210
| – | – | 0.01% | 289 |
|
|
2023
Q3 | $87.4K | Hold |
12,210
| – | – | 0.01% | 259 |
|
|
2023
Q2 | $93K | Hold |
12,210
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $96.5K | Hold |
12,210
| – | – | 0.01% | 231 |
|
|
2022
Q4 | $92.7K | Hold |
12,210
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $89K | Hold |
12,210
| – | – | 0.01% | 213 |
|
|
2022
Q2 | $98K | Hold |
12,210
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $98K | Buy |
+12,210
| New | +$98K | 0.01% | 235 |
|