Curi RMB Capital’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 | $740K | Buy |
+125,000
| New | +$740K | 0.01% | 458 |
|
|
2024
Q2 | – | Sell |
-125,000
| Closed | -$763K | – | 550 |
|
|
2024
Q1 | $763K | Hold |
125,000
| – | – | 0.02% | 380 |
|
|
2023
Q4 | $733K | Buy |
+125,000
| New | +$733K | 0.02% | 341 |
|
|
2018
Q4 | – | Sell |
-105,713
| Closed | -$793K | – | 912 |
|
|
2018
Q3 | $793K | Sell |
105,713
-19,747
| -16% | -$148K | 0.02% | 513 |
|
|
2018
Q2 | $962K | Sell |
125,460
-14,496
| -10% | -$111K | 0.02% | 472 |
|
|
2018
Q1 | $1.08M | Buy |
+139,956
| New | +$1.08M | 0.03% | 469 |
|
|
2015
Q2 | – | Sell |
-26,654
| Closed | -$224K | – | 481 |
|
|
2015
Q1 | $224K | Buy |
+26,654
| New | +$224K | 0.01% | 427 |
|