Atria Wealth Solutions’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-39,255
| Closed | -$240K | – | 1986 |
|
|
2024
Q1 | $240K | Sell |
39,255
-10,415
| -21% | -$63.7K | ﹤0.01% | 1695 |
|
|
2023
Q4 | $291K | Buy |
49,670
+358
| +0.7% | +$2.1K | ﹤0.01% | 1514 |
|
|
2023
Q3 | $264K | Buy |
49,312
+370
| +0.8% | +$1.98K | ﹤0.01% | 1489 |
|
|
2023
Q2 | $304K | Buy |
48,942
+37,719
| +336% | +$235K | ﹤0.01% | 1422 |
|
|
2023
Q1 | $70K | Hold |
11,223
| – | – | ﹤0.01% | 1776 |
|
|
2022
Q4 | $68.6K | Buy |
+11,223
| New | +$68.6K | ﹤0.01% | 1712 |
|