FAIM
LEO

Financial Advocates Investment Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Financial Advocates Investment Management’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40,034
Closed -$250K – 736
2023
Q1 		$250K Buy
40,034
+2,711
+7% +$16.9K 0.02% 607
2022
Q4 		$228K Sell
37,323
-48
-0.1% -$293 0.02% 633
2022
Q3 		$227K Buy
+37,371
New +$227K 0.02% 621