YorkBridge Wealth Partners’s Western Asset Municipal Defined Opportunity Trust Inc. MTT Stock Holding History

YorkBridge Wealth Partners’s Portfolio MTT Stock Details MTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	–	727
2019 Q2	$93K	Buy	4,254 +168	+4%	+$3.62K	0.04%	298
2019 Q1	$85K	Buy	4,086 +3,782	+1,244%	+$77.5K	0.04%	300
2018 Q4	$6K	Sell	304 -3,096	-91%	-$61.8K	﹤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%	-$25.2K	0.03%	334
2017 Q3	$103K	Buy	4,550 +2,000	+78%	+$45.7K	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	+$58.3K	0.03%	340

YorkBridge Wealth Partners's MTT Position: Q2 2021 in Review

YorkBridge Wealth Partners sold out of Western Asset Municipal Defined Opportunity Trust Inc. (MTT) in Q2 2021, closing a stake of 19,600 shares — an estimated $414K sold.

YorkBridge Wealth Partners first reported a position in MTT in Q4 2016 and held it in 12 quarters. The position peaked at $414K in Q1 2021. 0 funds tracked by Wall St. Rank hold MTT as of Q2 2021.

YorkBridge Wealth Partners reported no remaining Western Asset Municipal Defined Opportunity Trust Inc. position as of Q2 2021 after selling out during the quarter.
YorkBridge Wealth Partners sold 19,600 Western Asset Municipal Defined Opportunity Trust Inc. shares in Q2 2021, an estimated $414K.
YorkBridge Wealth Partners first reported a position in Western Asset Municipal Defined Opportunity Trust Inc. in Q4 2016 and held it in 12 quarters.
YorkBridge Wealth Partners's Western Asset Municipal Defined Opportunity Trust Inc. position peaked at $414K in Q1 2021.
0 funds tracked by Wall St. Rank held Western Asset Municipal Defined Opportunity Trust Inc. as of Q2 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2021, filed 22 Jul 2021.