Arete 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $173K | Hold |
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|
2021
Q2 | $178K | Hold |
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|
2021
Q1 | $170K | Sell |
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|
2020
Q4 | $189K | Hold |
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|
2020
Q3 | $185K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $191K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $175K | Hold |
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|
2018
Q4 | $160K | Hold |
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|
2018
Q3 | $167K | Hold |
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|
2018
Q2 | $171K | Buy |
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