WLPWM
SBI

Walled Lake Planning & Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-30
Closed – – 368
2020
Q4 		$0 Sell
30
-29
-49% – ﹤0.01% 349
2020
Q3 		$1K Buy
59
+1
+2% +$17 ﹤0.01% 326
2020
Q2 		$1K Hold
58
– – ﹤0.01% 320
2020
Q1 		$0 Buy
+58
New – ﹤0.01% 367