180 Wealth Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $406K | Buy |
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|
2025
Q2 | $356K | Buy |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $473K | Sell |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $526K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $130K | Buy |
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|
2022
Q2 | $143K | Buy |
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|
2022
Q1 | $145K | Buy |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $179K | Buy |
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|
2021
Q2 | $192K | Buy |
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|
2021
Q1 | $180K | Sell |
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|
2020
Q4 | $171K | Buy |
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|
2020
Q3 | $168K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $144K | Sell |
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|
2019
Q4 | $179K | Buy |
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|
2019
Q3 | $174K | Buy |
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|
2019
Q2 | $176K | Buy |
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|
2019
Q1 | $164K | Buy |
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|
2018
Q4 | $148K | Hold |
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|
2018
Q3 | $148K | Buy |
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|
2018
Q2 | $150K | Buy |
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|
2018
Q1 | $150K | Buy |
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|
2017
Q4 | $166K | Buy |
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