KWA
LEO

Kingswood Wealth Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Kingswood Wealth Advisors’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$203K Buy
2024
Q3 		– Sell
2024
Q2 		$156K Buy
2024
Q1 		– Sell
2023
Q4 		$150K Buy
2023
Q3 		$63.6K Hold
2023
Q2 		$74.6K Buy