LEO
Envestnet Asset Management’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
222,128
+28,512
| +15% | +$169K | ﹤0.01% | 3099 |
|
|
2025
Q1 | $1.18M | Buy |
193,616
+6,191
| +3% | +$37.9K | ﹤0.01% | 3091 |
|
|
2024
Q4 | $1.13M | Buy |
187,425
+7,085
| +4% | +$42.8K | ﹤0.01% | 3091 |
|
|
2024
Q3 | $1.17M | Sell |
180,340
-2,173
| -1% | -$14.1K | ﹤0.01% | 3020 |
|
|
2024
Q2 | $1.12M | Buy |
182,513
+693
| +0.4% | +$4.24K | ﹤0.01% | 2958 |
|
|
2024
Q1 | $1.11M | Buy |
181,820
+8,769
| +5% | +$53.5K | ﹤0.01% | 2962 |
|
|
2023
Q4 | $1.01M | Buy |
173,051
+5,579
| +3% | +$32.7K | ﹤0.01% | 2929 |
|
|
2023
Q3 | $893K | Buy |
167,472
+5,241
| +3% | +$27.9K | ﹤0.01% | 2891 |
|
|
2023
Q2 | $1.01M | Sell |
162,231
-14,781
| -8% | -$91.9K | ﹤0.01% | 2740 |
|
|
2023
Q1 | $1.1M | Sell |
177,012
-742
| -0.4% | -$4.63K | ﹤0.01% | 2599 |
|
|
2022
Q4 | $1.09M | Buy |
177,754
+1,925
| +1% | +$11.8K | ﹤0.01% | 2579 |
|
|
2022
Q3 | $1.07M | Buy |
175,829
+1,976
| +1% | +$12K | ﹤0.01% | 2515 |
|
|
2022
Q2 | $1.14M | Buy |
173,853
+3,222
| +2% | +$21.2K | ﹤0.01% | 2489 |
|
|
2022
Q1 | $1.23M | Buy |
+170,631
| New | +$1.23M | ﹤0.01% | 2516 |
|
|
2019
Q1 | – | Sell |
-31,427
| Closed | -$226K | – | 2998 |
|
|
2018
Q4 | $226K | Buy |
31,427
+3,040
| +11% | +$21.9K | ﹤0.01% | 2606 |
|
|
2018
Q3 | $213K | Buy |
+28,387
| New | +$213K | ﹤0.01% | 1153 |
|