UBS Group’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 | $574K | Buy |
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|
2025
Q1 | $593K | Sell |
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|
2024
Q4 | $592K | Sell |
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|
2024
Q3 | $783K | Buy |
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $777K | Buy |
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|
2023
Q4 | $734K | Sell |
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|
2023
Q3 | $713K | Buy |
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|
2023
Q2 | $741K | Sell |
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|
2023
Q1 | $809K | Sell |
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|
2022
Q4 | $814K | Buy |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $432K | Buy |
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|
2021
Q3 | $307K | Sell |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $378K | Buy |
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|
2020
Q3 | $370K | Sell |
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|
2020
Q2 | $371K | Sell |
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|
2020
Q1 | $392K | Buy |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $373K | Buy |
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|
2019
Q2 | $310K | Sell |
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|
2019
Q1 | $327K | Buy |
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|
2018
Q4 | $291K | Sell |
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|
2018
Q3 | $405K | Sell |
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|
2018
Q2 | $448K | Sell |
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|
2018
Q1 | $639K | Sell |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | $791K | Buy |
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|
2017
Q2 | $474K | Sell |
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|
2017
Q1 | $538K | Sell |
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|
2016
Q4 | $741K | Buy |
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|
2016
Q3 | $442K | Sell |
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|
2016
Q2 | $570K | Buy |
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|
2016
Q1 | $480K | Buy |
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|
2015
Q4 | $440K | Buy |
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|
2015
Q3 | $363K | Sell |
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|
2015
Q2 | $635K | Sell |
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|
2015
Q1 | $1.02M | Buy |
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|
2014
Q4 | $673K | Buy |
|