Cornerstone Advisory’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 | $86K | Sell |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | $131K | Buy |
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|
2024
Q2 | $123K | Sell |
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|
2024
Q1 | $193K | Sell |
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|
2023
Q4 | $192K | Sell |
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|
2023
Q3 | $199K | Buy |
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|
2023
Q2 | $224K | Buy |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $368K | Sell |
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|
2022
Q1 | $756K | Sell |
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|
2021
Q4 | $1.93M | Sell |
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|
2021
Q3 | $2.24M | Sell |
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|
2021
Q2 | $2.35M | Sell |
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|
2021
Q1 | $3.15M | Sell |
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|
2020
Q4 | $6.21M | Sell |
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|
2020
Q3 | $7.02M | Sell |
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|
2020
Q2 | $8.15M | Sell |
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|
2020
Q1 | $9.92M | Sell |
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|
2019
Q4 | $16.1M | Sell |
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|
2019
Q3 | $18M | Sell |
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|
2019
Q2 | $18.9M | Buy |
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|
2019
Q1 | $17.6M | Buy |
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|
2018
Q4 | $14.9M | Buy |
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|
2018
Q3 | $9.33M | Buy |
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|
2018
Q2 | $3.03M | Buy |
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|
2018
Q1 | $2.69M | Sell |
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|
2017
Q4 | $3.16M | Sell |
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|
2017
Q3 | $3.63M | Hold |
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|
2017
Q2 | $3.69M | Buy |
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|
2017
Q1 | $346K | Sell |
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|
2016
Q4 | $346K | Hold |
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|
2016
Q3 | $385K | Sell |
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|
2016
Q2 | $425K | Sell |
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|
2016
Q1 | $509K | Sell |
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|
2015
Q4 | $689K | Buy |
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