Corient Private Wealth’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	$700K	Buy	118,305 +6,499	+6%	+$38.5K	﹤0.01%	1608
2025 Q1	$684K	Buy	111,806 +96,033	+609%	+$588K	﹤0.01%	1449
2024 Q4	$95.3K	Buy	15,773 +1,166	+8%	+$7.04K	﹤0.01%	2227
2024 Q3	$95.1K	Buy	+14,607	New	+$95.1K	﹤0.01%	2306