YorkBridge Wealth Partners’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19,600
| Closed | -$414K | – | 252 |
|
|
2021
Q1 | $414K | Buy |
+19,600
| New | +$414K | 0.12% | 138 |
|
|
2019
Q3 | – | Sell |
-4,254
| Closed | -$93K | – | 728 |
|
|
2019
Q2 | $93K | Buy |
4,254
+168
| +4% | +$3.67K | 0.04% | 298 |
|
|
2019
Q1 | $85K | Buy |
4,086
+3,782
| +1,244% | +$78.7K | 0.04% | 300 |
|
|
2018
Q4 | $6K | Sell |
304
-3,096
| -91% | -$61.1K | ﹤0.01% | 628 |
|
|
2018
Q3 | $70K | Hold |
3,400
| – | – | 0.03% | 323 |
|
|
2018
Q2 | $72K | Hold |
3,400
| – | – | 0.03% | 328 |
|
|
2018
Q1 | $74K | Hold |
3,400
| – | – | 0.03% | 327 |
|
|
2017
Q4 | $71K | Sell |
3,400
-1,150
| -25% | -$24K | 0.03% | 334 |
|
|
2017
Q3 | $103K | Buy |
4,550
+2,000
| +78% | +$45.3K | 0.05% | 278 |
|
|
2017
Q2 | $57K | Hold |
2,550
| – | – | 0.03% | 359 |
|
|
2017
Q1 | $58K | Hold |
2,550
| – | – | 0.03% | 355 |
|
|
2016
Q4 | $57K | Buy |
+2,550
| New | +$57K | 0.03% | 340 |
|