Daniel L. Goodwin’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $679K | Buy |
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|
2023
Q1 | $650K | Hold |
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|
2022
Q4 | $636K | Buy |
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|
2022
Q3 | $532K | Buy |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $436K | Buy |
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|
2021
Q4 | $364K | Hold |
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|
2021
Q3 | $375K | Hold |
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|
2021
Q2 | $386K | Hold |
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|
2021
Q1 | $367K | Hold |
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|
2020
Q4 | $365K | Hold |
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|
2020
Q3 | $356K | Hold |
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|
2020
Q2 | $334K | Sell |
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|
2020
Q1 | $358K | Hold |
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|
2019
Q4 | $408K | Hold |
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|
2019
Q3 | $412K | Hold |
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|
2019
Q2 | $392K | Hold |
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|
2019
Q1 | $379K | Hold |
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|
2018
Q4 | $345K | Hold |
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|
2018
Q3 | $360K | Hold |
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|
2018
Q2 | $368K | Hold |
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|
2018
Q1 | $370K | Hold |
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|
2017
Q4 | $415K | Hold |
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|
2017
Q3 | $422K | Hold |
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|
2017
Q2 | $428K | Hold |
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|
2017
Q1 | $413K | Hold |
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|
2016
Q4 | $403K | Hold |
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|
2016
Q3 | $449K | Hold |
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|
2016
Q2 | $456K | Hold |
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|
2016
Q1 | $431K | Hold |
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|
2015
Q4 | $410K | Hold |
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|
2015
Q3 | $393K | Sell |
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|
2015
Q2 | $433K | Buy |
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|
2015
Q1 | $450K | Sell |
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|
2014
Q4 | $449K | Sell |
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|
2014
Q3 | $507K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $491K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $430K | Sell |
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|
2013
Q2 | $518K | Buy |
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