Kingswood Wealth Advisors’s Pioneer Municipal High Income Advantage Fund MAV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-58,700
| Closed | -$495K | – | 786 |
|
2024
Q4 | $495K | Buy |
58,700
+11,975
| +26% | +$101K | 0.04% | 443 |
|
2024
Q3 | $413K | Hold |
46,725
| – | – | 0.03% | 506 |
|
2024
Q2 | $384K | Hold |
46,725
| – | – | 0.03% | 454 |
|
2024
Q1 | $381K | Buy |
46,725
+11,810
| +34% | +$96.3K | 0.04% | 419 |
|
2023
Q4 | $280K | Buy |
+34,915
| New | +$280K | 0.03% | 499 |
|
2023
Q3 | – | Sell |
-11,975
| Closed | -$94.6K | – | 463 |
|
2023
Q2 | $94.6K | Buy |
+11,975
| New | +$94.6K | 0.03% | 263 |
|