Accel Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-512
| Closed | -$3.2K | – | 556 |
|
|
2023
Q1 | $3.2K | Hold |
512
| – | – | ﹤0.01% | 1053 |
|
|
2022
Q4 | $3.13K | Hold |
512
| – | – | ﹤0.01% | 865 |
|
|
2022
Q3 | $3K | Hold |
512
| – | – | ﹤0.01% | 899 |
|
|
2022
Q2 | $3K | Hold |
512
| – | – | ﹤0.01% | 858 |
|
|
2022
Q1 | $4K | Hold |
512
| – | – | ﹤0.01% | 828 |
|
|
2021
Q4 | $4K | Hold |
512
| – | – | ﹤0.01% | 842 |
|
|
2021
Q3 | $4K | Hold |
512
| – | – | ﹤0.01% | 768 |
|
|
2021
Q2 | $5K | Hold |
512
| – | – | ﹤0.01% | 796 |
|
|
2021
Q1 | $4K | Hold |
512
| – | – | ﹤0.01% | 779 |
|
|
2020
Q4 | $4K | Buy |
+512
| New | +$4K | ﹤0.01% | 734 |
|