Commonwealth Equity Services’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
Q3 | $224K | Buy |
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|
2025
Q2 | $210K | Buy |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $248K | Buy |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $302 | Buy |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $188K | Sell |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $356K | Sell |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $327K | Buy |
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|
2020
Q4 | $302K | Buy |
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|
2020
Q3 | $293K | Sell |
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|
2020
Q2 | $287K | Buy |
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|
2020
Q1 | $274K | Buy |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $294K | Buy |
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|
2019
Q2 | $279K | Buy |
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|
2019
Q1 | $268K | Buy |
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|
2018
Q4 | $201K | Sell |
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|
2018
Q3 | $283K | Sell |
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|
2018
Q2 | $312K | Sell |
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|
2018
Q1 | $322K | Sell |
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|
2017
Q4 | $393K | Buy |
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|
2017
Q3 | $398K | Sell |
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|
2017
Q2 | $404K | Buy |
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|
2017
Q1 | $360K | Sell |
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|
2016
Q4 | $363K | Buy |
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|
2016
Q3 | $401K | Buy |
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|
2016
Q2 | $400K | Buy |
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|
2016
Q1 | $340K | Buy |
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|
2015
Q4 | $306K | Buy |
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|
2015
Q3 | $293K | Sell |
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|
2015
Q2 | $288K | Buy |
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|
2015
Q1 | $272K | Buy |
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|
2014
Q4 | $262K | Sell |
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|
2014
Q3 | $322K | Sell |
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|
2014
Q2 | $357K | Sell |
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|
2014
Q1 | $343K | Buy |
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|
2013
Q4 | $310K | Sell |
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|
2013
Q3 | $343K | Sell |
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|
2013
Q2 | $381K | Buy |
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