KWA
LEO
Kingswood Wealth Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-33,530
| Closed | -$203K | – | 783 |
|
|
2024
Q4 | $203K | Buy |
+33,530
| New | +$203K | 0.02% | 734 |
|
|
2024
Q3 | – | Sell |
-25,530
| Closed | -$156K | – | 715 |
|
|
2024
Q2 | $156K | Buy |
+25,530
| New | +$156K | 0.01% | 638 |
|
|
2024
Q1 | – | Sell |
-25,530
| Closed | -$150K | – | 662 |
|
|
2023
Q4 | $150K | Buy |
25,530
+13,530
| +113% | +$79.3K | 0.02% | 598 |
|
|
2023
Q3 | $63.6K | Hold |
12,000
| – | – | 0.01% | 406 |
|
|
2023
Q2 | $74.6K | Buy |
+12,000
| New | +$74.6K | 0.02% | 264 |
|