1WA
LEO
180 Wealth Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
60,063
+1,605
| +3% | +$9.5K | 0.05% | 302 |
|
|
2025
Q1 | $358K | Sell |
58,458
-4,285
| -7% | -$26.2K | 0.06% | 284 |
|
|
2024
Q4 | $379K | Sell |
62,743
-5,494
| -8% | -$33.2K | 0.06% | 276 |
|
|
2024
Q3 | $444K | Sell |
68,237
-7,797
| -10% | -$50.8K | 0.07% | 252 |
|
|
2024
Q2 | $473K | Sell |
76,034
-7,244
| -9% | -$45.1K | 0.08% | 227 |
|
|
2024
Q1 | $508K | Sell |
83,278
-6,097
| -7% | -$37.2K | 0.09% | 203 |
|
|
2023
Q4 | $526K | Buy |
89,375
+13,302
| +17% | +$78.3K | 0.11% | 195 |
|
|
2023
Q3 | $405K | Buy |
76,073
+28,976
| +62% | +$154K | 0.09% | 216 |
|
|
2023
Q2 | $294K | Sell |
47,097
-1,511
| -3% | -$9.44K | 0.06% | 263 |
|
|
2023
Q1 | $303K | Buy |
48,608
+7,042
| +17% | +$43.9K | 0.07% | 260 |
|
|
2022
Q4 | $273K | Buy |
41,566
+20,211
| +95% | +$133K | 0.06% | 284 |
|
|
2022
Q3 | $130K | Buy |
21,355
+149
| +0.7% | +$907 | 0.04% | 331 |
|
|
2022
Q2 | $143K | Buy |
21,206
+124
| +0.6% | +$836 | 0.04% | 344 |
|
|
2022
Q1 | $145K | Buy |
21,082
+199
| +1% | +$1.37K | 0.03% | 359 |
|
|
2021
Q4 | $162K | Buy |
20,883
+183
| +0.9% | +$1.42K | 0.04% | 355 |
|
|
2021
Q3 | $179K | Buy |
20,700
+124
| +0.6% | +$1.07K | 0.04% | 364 |
|
|
2021
Q2 | $192K | Buy |
20,576
+186
| +0.9% | +$1.74K | 0.04% | 350 |
|
|
2021
Q1 | $180K | Sell |
20,390
-131
| -0.6% | -$1.16K | 0.04% | 336 |
|
|
2020
Q4 | $171K | Buy |
20,521
+197
| +1% | +$1.64K | 0.05% | 303 |
|
|
2020
Q3 | $168K | Buy |
+20,324
| New | +$168K | 0.06% | 256 |
|
|
2020
Q2 | – | Sell |
-19,914
| Closed | -$144K | – | 269 |
|
|
2020
Q1 | $144K | Sell |
19,914
-780
| -4% | -$5.64K | 0.07% | 209 |
|
|
2019
Q4 | $179K | Buy |
20,694
+181
| +0.9% | +$1.57K | 0.07% | 251 |
|
|
2019
Q3 | $174K | Buy |
20,513
+119
| +0.6% | +$1.01K | 0.08% | 244 |
|
|
2019
Q2 | $176K | Buy |
20,394
+183
| +0.9% | +$1.58K | 0.08% | 237 |
|
|
2019
Q1 | $164K | Buy |
20,211
+460
| +2% | +$3.73K | 0.07% | 241 |
|
|
2018
Q4 | $148K | Hold |
19,751
| – | – | 0.07% | 248 |
|
|
2018
Q3 | $148K | Buy |
19,751
+190
| +1% | +$1.42K | 0.07% | 248 |
|
|
2018
Q2 | $150K | Buy |
19,561
+187
| +1% | +$1.43K | 0.07% | 237 |
|
|
2018
Q1 | $150K | Buy |
19,374
+193
| +1% | +$1.49K | 0.08% | 225 |
|
|
2017
Q4 | $166K | Buy |
+19,181
| New | +$166K | 0.08% | 231 |
|