Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,925
| Closed | -$21K | – | 572 |
|
|
2022
Q1 | $21K | Hold |
2,925
| – | – | 0.01% | 540 |
|
|
2021
Q4 | $25K | Hold |
2,925
| – | – | 0.01% | 522 |
|
|
2021
Q3 | $25K | Hold |
2,925
| – | – | 0.01% | 510 |
|
|
2021
Q2 | $26K | Hold |
2,925
| – | – | 0.01% | 509 |
|
|
2021
Q1 | $25K | Hold |
2,925
| – | – | 0.01% | 472 |
|
|
2020
Q4 | $25K | Hold |
2,925
| – | – | 0.01% | 417 |
|
|
2020
Q3 | $24K | Hold |
2,925
| – | – | 0.01% | 399 |
|
|
2020
Q2 | $23K | Hold |
2,925
| – | – | 0.01% | 381 |
|
|
2020
Q1 | $22K | Hold |
2,925
| – | – | 0.01% | 381 |
|
|
2019
Q4 | $25K | Hold |
2,925
| – | – | 0.01% | 380 |
|
|
2019
Q3 | $25K | Hold |
2,925
| – | – | 0.02% | 370 |
|
|
2019
Q2 | $24K | Sell |
2,925
-575
| -16% | -$4.72K | 0.01% | 374 |
|
|
2019
Q1 | $28K | Hold |
3,500
| – | – | 0.02% | 351 |
|
|
2018
Q4 | $25K | Hold |
3,500
| – | – | 0.02% | 339 |
|
|
2018
Q3 | $25K | Hold |
3,500
| – | – | 0.02% | 355 |
|
|
2018
Q2 | $27K | Hold |
3,500
| – | – | 0.02% | 339 |
|
|
2018
Q1 | $27K | Buy |
+3,500
| New | +$27K | 0.02% | 340 |
|