Wellspring Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,400
| Closed | -$76K | – | 135 |
|
|
2022
Q3 | $76K | Hold |
10,400
| – | – | 0.03% | 100 |
|
|
2022
Q2 | $84K | Hold |
10,400
| – | – | 0.03% | 100 |
|
|
2022
Q1 | $89K | Hold |
10,400
| – | – | 0.03% | 132 |
|
|
2021
Q4 | $100K | Hold |
10,400
| – | – | 0.03% | 108 |
|
|
2021
Q3 | $101K | Hold |
10,400
| – | – | 0.03% | 104 |
|
|
2021
Q2 | $102K | Buy |
+10,400
| New | +$102K | 0.03% | 100 |
|
|
2021
Q1 | – | Sell |
-10,400
| Closed | -$96K | – | 107 |
|
|
2020
Q4 | $96K | Hold |
10,400
| – | – | 0.03% | 92 |
|
|
2020
Q3 | $94K | Buy |
+10,400
| New | +$94K | 0.04% | 89 |
|