Ackerman Capital Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
257,302
-39,420
| -13% | -$233K | 0.35% | 39 |
|
|
2025
Q1 | $1.82M | Sell |
296,722
-20,499
| -6% | -$125K | 0.48% | 31 |
|
|
2024
Q4 | $1.92M | Buy |
317,221
+69,719
| +28% | +$421K | 0.5% | 31 |
|
|
2024
Q3 | $1.61M | Sell |
247,502
-3,675
| -1% | -$23.9K | 0.42% | 32 |
|
|
2024
Q2 | $1.54M | Buy |
251,177
+11,944
| +5% | +$73.1K | 0.41% | 33 |
|
|
2024
Q1 | $1.46M | Sell |
239,233
-1,604
| -0.7% | -$9.78K | 0.4% | 36 |
|
|
2023
Q4 | $1.41M | Buy |
240,837
+151,514
| +170% | +$888K | 0.4% | 40 |
|
|
2023
Q3 | $476K | Buy |
89,323
+40,475
| +83% | +$216K | 0.13% | 62 |
|
|
2023
Q2 | $304K | Buy |
+48,848
| New | +$304K | 0.08% | 82 |
|
|
2023
Q1 | – | Sell |
-70,398
| Closed | -$430K | – | 114 |
|
|
2022
Q4 | $430K | Buy |
+70,398
| New | +$430K | 0.12% | 69 |
|
|
2022
Q3 | – | Sell |
-64,506
| Closed | -$424K | – | 104 |
|
|
2022
Q2 | $424K | Sell |
64,506
-179,034
| -74% | -$1.18M | 0.11% | 68 |
|
|
2022
Q1 | $1.75M | Buy |
243,540
+20,749
| +9% | +$149K | 0.41% | 35 |
|
|
2021
Q4 | $1.89M | Buy |
222,791
+169,588
| +319% | +$1.44M | 0.43% | 35 |
|
|
2021
Q3 | $463K | Buy |
+53,203
| New | +$463K | 0.11% | 68 |
|
|
2021
Q1 | – | Sell |
-72,349
| Closed | -$614K | – | 136 |
|
|
2020
Q4 | $614K | Buy |
+72,349
| New | +$614K | 0.16% | 58 |
|
|
2020
Q2 | – | Sell |
-18,901
| Closed | -$141K | – | 135 |
|
|
2020
Q1 | $141K | Buy |
+18,901
| New | +$141K | 0.05% | 88 |
|
|
2019
Q3 | – | Sell |
-32,478
| Closed | -$265 | – | 157 |
|
|
2019
Q2 | $265 | Sell |
32,478
-89,545
| -73% | -$731 | ﹤0.01% | 140 |
|
|
2019
Q1 | $963 | Buy |
+122,023
| New | +$963 | 0.01% | 82 |
|