Capital Market Strategies’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 | $69.3K | Sell |
11,701
-1,420
| -11% | -$8.41K | 0.05% | 136 |
|
|
2025
Q1 | $80.3K | Buy |
13,121
+2,000
| +18% | +$12.2K | 0.05% | 141 |
|
|
2024
Q4 | $67.2K | Sell |
11,121
-13,500
| -55% | -$81.5K | 0.04% | 154 |
|
|
2024
Q3 | $160K | Hold |
24,621
| – | – | 0.1% | 146 |
|
|
2024
Q2 | $151K | Hold |
24,621
| – | – | 0.1% | 146 |
|
|
2024
Q1 | $150K | Sell |
24,621
-2,500
| -9% | -$15.3K | 0.11% | 141 |
|
|
2023
Q4 | $159K | Sell |
27,121
-6,552
| -19% | -$38.4K | 0.14% | 143 |
|
|
2023
Q3 | $178K | Hold |
33,673
| – | – | 0.18% | 134 |
|
|
2023
Q2 | $209K | Hold |
33,673
| – | – | 0.19% | 129 |
|
|
2023
Q1 | $210K | Sell |
33,673
-3,000
| -8% | -$18.7K | 0.37% | 42 |
|
|
2022
Q4 | $224K | Sell |
36,673
-1,332
| -4% | -$8.14K | 0.24% | 118 |
|
|
2022
Q3 | $231K | Hold |
38,005
| – | – | 0.26% | 105 |
|
|
2022
Q2 | $250K | Sell |
38,005
-1,000
| -3% | -$6.58K | 0.26% | 104 |
|
|
2022
Q1 | $280K | Hold |
39,005
| – | – | 0.24% | 114 |
|
|
2021
Q4 | $330K | Buy |
+39,005
| New | +$330K | 0.27% | 98 |
|