AWM
LEO
Avior Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,493
| Closed | -$199K | – | 740 |
|
|
2025
Q1 | $199K | Buy |
32,493
+14,104
| +77% | +$86.3K | 0.01% | 661 |
|
|
2024
Q4 | $111K | Buy |
18,389
+2,559
| +16% | +$15.5K | ﹤0.01% | 861 |
|
|
2024
Q3 | $103K | Buy |
15,830
+8,857
| +127% | +$57.7K | ﹤0.01% | 882 |
|
|
2024
Q2 | $42.7K | Buy |
6,973
+5,150
| +283% | +$31.5K | ﹤0.01% | 1149 |
|
|
2024
Q1 | $11.1K | Buy |
+1,823
| New | +$11.1K | ﹤0.01% | 1829 |
|
|
2019
Q1 | – | Sell |
-187
| Closed | -$1K | – | 688 |
|
|
2018
Q4 | $1K | Hold |
187
| – | – | ﹤0.01% | 681 |
|
|
2018
Q3 | $1K | Buy |
+187
| New | +$1K | ﹤0.01% | 707 |
|