KWA
MIO
Kingswood Wealth Advisors’s Pioneer Municipal High Income Opportunities Fund MIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27,835
| Closed | -$345K | – | 864 |
|
|
2024
Q3 | $345K | Hold |
27,835
| – | – | 0.02% | 540 |
|
|
2024
Q2 | $324K | Hold |
27,835
| – | – | 0.03% | 496 |
|
|
2024
Q1 | $315K | Buy |
27,835
+10,650
| +62% | +$120K | 0.04% | 462 |
|
|
2023
Q4 | $182K | Buy |
+17,185
| New | +$182K | 0.02% | 587 |
|