KWA
Kingswood Wealth Advisors’s BlackRock MuniAssets Fund MUA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,045
| Closed | -$236K | – | 869 |
|
|
2024
Q3 | $236K | Hold |
19,045
| – | – | 0.02% | 634 |
|
|
2024
Q2 | $221K | Hold |
19,045
| – | – | 0.02% | 612 |
|
|
2024
Q1 | $211K | Buy |
19,045
+1,900
| +11% | +$21.1K | 0.02% | 567 |
|
|
2023
Q4 | $182K | Buy |
+17,145
| New | +$182K | 0.02% | 588 |
|