B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $87K | Sell |
14,400
-1,000
| -6% | -$6.04K | ﹤0.01% | 1110 |
|
|
2024
Q3 | $101K | Sell |
15,400
-5,000
| -25% | -$32.6K | ﹤0.01% | 1209 |
|
|
2024
Q2 | $125K | Buy |
20,400
+5,000
| +32% | +$30.6K | ﹤0.01% | 1295 |
|
|
2024
Q1 | $82.4K | Hold |
15,400
| – | – | ﹤0.01% | 1372 |
|
|
2023
Q4 | $90.2K | Hold |
15,400
| – | – | ﹤0.01% | 1328 |
|
|
2023
Q3 | $82.4K | Hold |
15,400
| – | – | ﹤0.01% | 1372 |
|
|
2023
Q2 | $95.8K | Hold |
15,400
| – | – | ﹤0.01% | 1441 |
|
|
2023
Q1 | $96.1K | Hold |
15,400
| – | – | ﹤0.01% | 1388 |
|
|
2022
Q4 | $94.1K | Sell |
15,400
-76
| -0.5% | -$464 | ﹤0.01% | 1365 |
|
|
2022
Q3 | $95K | Buy |
+15,476
| New | +$95K | ﹤0.01% | 1326 |
|
|
2015
Q1 | – | Sell |
-3,916
| Closed | -$32 | – | 1350 |
|
|
2014
Q4 | $32 | Buy |
+3,916
| New | +$32 | ﹤0.01% | 2327 |
|
|
2014
Q3 | – | Sell |
-1,056
| Closed | -$8.92K | – | 1341 |
|
|
2014
Q2 | $8.92K | Buy |
+1,056
| New | +$8.92K | ﹤0.01% | 1835 |
|