CFS
LEO

Compass Financial Services’s BNY Mellon Strategic Municipals LEO Stock Holding History

Compass Financial Services’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$107K Sell
18,096
-11,277
-38% -$66.8K 0.05% 64
2025
Q1 		$180K Buy
29,373
+269
+0.9% +$1.65K 0.09% 45
2024
Q4 		$176K Buy
+29,104
New +$176K 0.1% 40