Legg Mason Ptrns Income Tr Wa wa sh dur muni i shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Legg Mason Ptrns Income Tr Wa wa sh dur muni i (SMDYX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Legg Mason Ptrns Income Tr Wa wa sh dur muni i
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All positions including Legg Mason Ptrns Income Tr Wa wa sh dur muni i held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Legg Mason Ptrns Income Tr Wa wa sh dur muni i by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $144k | 29k | 5.04 |
| 2024-06-30 | $142k | 29k | 4.96 |
| 2024-03-31 | $243k | 49k | 4.98 |
| 2023-09-30 | $335k | 69k | 4.86 |
| 2023-06-30 | $340k | 69k | 4.93 |
| 2023-03-31 | $342k | 69k | 4.96 |
| 2022-12-31 | $339k | 69k | 4.92 |
| 2022-09-30 | $334k | 69k | 4.85 |
| 2022-06-30 | $341k | 69k | 4.95 |
| 2022-03-31 | $343k | 69k | 4.98 |
| 2021-12-31 | $355k | 69k | 5.15 |
| 2021-09-30 | $355k | 69k | 5.15 |
| 2021-06-30 | $356k | 69k | 5.17 |
| 2021-03-31 | $356k | 69k | 5.17 |
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