SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Western Asset Intermediate Muni Fund Inc. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$522,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-8.81%
quarter
Western Asset Intermediate Muni Fund Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.08% | 4.8K shares | -27K | $7.35 | 72.55K |
| Q2 2022 | share | Decrease | -2.87% | -2K shares | -50K | $8.06 | 67.75K |
| Q1 2022 | share | Decrease | -1.70% | -1.20K shares | -79K | $8.59 | 69.75K |
| Q4 2021 | share | 0.00% | 0 shares | -14K | $9.62 | 70.96K | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $9.7 | 70.96K | |
| Q2 2021 | share | Decrease | -1.39% | -1K shares | 31K | $9.65 | 70.96K |
| Q1 2021 | share | Decrease | -0.83% | -600 shares | 5K | $9.11 | 71.96K |
| Q4 2020 | share | Decrease | -0.68% | -500 shares | 19K | $8.95 | 72.56K |
| Q3 2020 | share | Decrease | -1.35% | -1K shares | -4K | $8.75 | 73.06K |
| Q2 2020 | share | Decrease | -12.00% | -10.1K shares | -41K | $8.2 | 74.06K |
| Q1 2020 | share | Decrease | -2.32% | -2K shares | -146K | $8.01 | 84.16K |
| Q4 2019 | share | Decrease | -2.64% | -2.33K shares | 18K | $8.56 | 86.16K |
| Q3 2019 | share | Decrease | -6.05% | -5.7K shares | -31K | $8.58 | 88.49K |
| Q2 2019 | share | Decrease | -3.18% | -3.09K shares | -12K | $8.28 | 94.19K |
| Q1 2019 | share | 0.00% | 0 shares | 42K | $8.08 | 97.28K | |
| Q4 2018 | share | Decrease | -10.23% | -11.08K shares | -83K | $7.59 | 97.28K |
| Q3 2018 | share | Decrease | -8.19% | -9.66K shares | -125K | $7.61 | 108.37K |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $7.72 | 118.04K | |
| Q1 2018 | share | Decrease | -0.84% | -1K shares | -89K | $7.61 | 118.04K |
| Q4 2017 | share | Increase | +45.63% | 37.3K shares | 314K | $8.12 | 119.04K |
| Q3 2017 | share | Decrease | -11.86% | -11K shares | -118K | $8.39 | 81.74K |
| Q2 2017 | share | Decrease | -4.73% | -4.6K shares | -16K | $8.4 | 92.74K |
| Q1 2017 | share | Decrease | -6.03% | -6.25K shares | -56K | $8.05 | 97.34K |
| Q4 2016 | share | Increase | +0.32% | 334 shares | -104K | $7.93 | 103.59K |
| Q3 2016 | share | Increase | +5.73% | 5.6K shares | 56K | $8.7 | 103.25K |
| Q2 2016 | share | Increase | 0.00% | 97.65K shares | 1.03M | $8.62 | 97.65K |