BSW
LEO

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

Buckingham Strategic 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
2020
Q1 		– Sell
-27,061
Closed -$230K – 493
2019
Q4 		$230K Hold
27,061
– – 0.02% 409
2019
Q3 		$232K Buy
+27,061
New +$232K 0.03% 372