CWG
LEO

Crown Wealth Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Crown Wealth Group’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-64,534
Closed -$464K – 91
2022
Q1 		$464K Sell
64,534
-219
-0.3% -$1.58K 0.32% 51
2021
Q4 		$548K Buy
+64,753
New +$548K 0.51% 43