LWL
Leo Wealth LLC’s BlackRock MuniVest Fund MVF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
322,826
+79,510
| +33% | +$523K | 0.17% | 109 |
|
|
2025
Q1 | $1.71M | Sell |
243,316
-64,301
| -21% | -$451K | 0.25% | 80 |
|
|
2024
Q4 | $2.17M | Buy |
307,617
+5,283
| +2% | +$37.2K | 0.19% | 90 |
|
|
2024
Q3 | $2.3M | Buy |
302,334
+29,607
| +11% | +$225K | 0.21% | 84 |
|
|
2024
Q2 | $1.96M | Buy |
+272,727
| New | +$1.96M | 0.2% | 87 |
|