BW
LEO

Bison Wealth’s BNY Mellon Strategic Municipals LEO Stock Holding History

Bison Wealth’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-48,432
Closed -$412K – 230
2015
Q4 		$412K Buy
48,432
+30,849
+175% +$262K 0.23% 131
2015
Q3 		$143K Buy
+17,583
New +$143K 0.09% 199