AC
LEO
Almitas Capital’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
195,840
+50,826
| +35% | +$301K | 0.29% | 43 |
|
|
2025
Q1 | $887K | Buy |
145,014
+38,160
| +36% | +$234K | 0.29% | 48 |
|
|
2024
Q4 | $645K | Buy |
106,854
+49,480
| +86% | +$299K | 0.14% | 65 |
|
|
2024
Q3 | $374K | Hold |
57,374
| – | – | 0.13% | 59 |
|
|
2024
Q2 | $351K | Buy |
+57,374
| New | +$351K | 0.15% | 66 |
|
|
2024
Q1 | – | Sell |
-285,933
| Closed | -$1.68M | – | 88 |
|
|
2023
Q4 | $1.68M | Buy |
285,933
+262,395
| +1,115% | +$1.54M | 0.58% | 48 |
|
|
2023
Q3 | $125K | Buy |
+23,538
| New | +$125K | 0.06% | 82 |
|