Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
79,641
-7,223
| -8% | -$54.3K | 0.01% | 755 |
|
|
2025
Q1 | $678K | Buy |
86,864
+339
| +0.4% | +$2.64K | 0.01% | 698 |
|
|
2024
Q4 | $670K | Buy |
86,525
+3,766
| +5% | +$29.1K | 0.01% | 608 |
|
|
2024
Q3 | $679K | Sell |
82,759
-286
| -0.3% | -$2.35K | 0.01% | 520 |
|
|
2024
Q2 | $653K | Sell |
83,045
-1,762
| -2% | -$13.8K | 0.01% | 517 |
|
|
2024
Q1 | $672K | Buy |
+84,807
| New | +$672K | 0.02% | 425 |
|