LWA
SMM

Lenox Wealth Advisors’s Salient Midstream & MLP Fund SMM Stock Holding History

Lenox Wealth Advisors’s Portfolio SMM Stock Details SMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,441
Closed -$27K – 967
2019
Q4 		$27K Buy
+3,441
New +$27K ﹤0.01% 288