KWA
DCF

Kingswood Wealth Advisors’s BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. DCF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-50,825
Closed -$467K 907
2024
Q3
$467K Buy
50,825
+8,000
+19% +$73.4K 0.03% 469
2024
Q2
$379K Sell
42,825
-3,100
-7% -$27.4K 0.03% 459
2024
Q1
$395K Buy
+45,925
New +$395K 0.05% 408