Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $134K | Sell |
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|
2024
Q2 | $181K | Buy |
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|
2024
Q1 | $182K | Buy |
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|
2023
Q4 | $175K | Sell |
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|
2023
Q3 | $171K | Buy |
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|
2023
Q2 | $182K | Sell |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $94K | Hold |
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|
2021
Q4 | $106K | Hold |
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|
2021
Q3 | $107K | Hold |
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|
2021
Q2 | $107K | Sell |
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|
2021
Q1 | $116K | Hold |
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|
2020
Q4 | $115K | Hold |
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|
2020
Q3 | $113K | Sell |
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|
2020
Q2 | $116K | Buy |
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|
2020
Q1 | $101K | Buy |
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|
2019
Q4 | $64K | Hold |
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|
2019
Q3 | $64K | Hold |
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|
2019
Q2 | $63K | Hold |
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|
2019
Q1 | $62K | Hold |
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|
2018
Q4 | $58K | Buy |
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|
2018
Q3 | $47K | Hold |
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|
2018
Q2 | $48K | Buy |
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