Blue Bell Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Sell |
132,277
-2,723
| -2% | -$16.1K | 0.13% | 96 |
|
|
2025
Q1 | $826K | Sell |
135,000
-1,150
| -0.8% | -$7.04K | 0.16% | 90 |
|
|
2024
Q4 | $822K | Buy |
136,150
+42,810
| +46% | +$259K | 0.16% | 83 |
|
|
2024
Q3 | $608K | Buy |
93,340
+36,885
| +65% | +$240K | 0.12% | 108 |
|
|
2024
Q2 | $346K | Buy |
56,455
+39,255
| +228% | +$240K | 0.07% | 143 |
|
|
2024
Q1 | $105K | Buy |
+17,200
| New | +$105K | 0.02% | 257 |
|