Cambridge Investment Research Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85K | Hold |
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|
2025
Q1 | $88K | Sell |
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|
2024
Q4 | $111K | Buy |
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|
2024
Q3 | $112K | Buy |
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|
2024
Q2 | $105K | Buy |
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|
2024
Q1 | $105K | Sell |
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|
2023
Q4 | $140K | Buy |
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|
2023
Q3 | $91K | Sell |
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|
2023
Q2 | $109K | Sell |
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|
2023
Q1 | $114K | Sell |
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|
2022
Q4 | $122K | Sell |
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|
2022
Q3 | $130K | Sell |
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|
2022
Q2 | $142K | Sell |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $342K | Sell |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $349K | Buy |
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|
2020
Q4 | $237K | Sell |
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|
2020
Q3 | $309K | Buy |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $275K | Buy |
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|
2019
Q4 | $314K | Buy |
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|
2019
Q3 | $316K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $291K | Buy |
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|
2018
Q4 | $264K | Buy |
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|
2018
Q3 | $276K | Sell |
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|
2018
Q2 | $288K | Buy |
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|
2018
Q1 | $129K | Buy |
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|
2017
Q4 | $143K | Buy |
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|
2017
Q3 | $142K | Buy |
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|
2017
Q2 | $144K | Buy |
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|
2017
Q1 | $138K | Buy |
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|
2016
Q4 | $114K | Sell |
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|
2016
Q3 | $151K | Sell |
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|
2016
Q2 | $599K | Buy |
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|
2016
Q1 | $122K | Sell |
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|
2015
Q4 | $125K | Sell |
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|
2015
Q3 | $204K | Buy |
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|
2015
Q2 | $188K | Buy |
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|
2015
Q1 | $188K | Buy |
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|
2014
Q4 | $157K | Sell |
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|
2014
Q3 | $180K | Buy |
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|
2014
Q2 | $182K | Buy |
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|
2014
Q1 | $168K | Buy |
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