Fort Point Capital Partners’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
2024
Q3
Sell
-65,976
Closed -$404K 305
2024
Q2
$404K Buy
65,976
+1,050
+2% +$6.43K 0.05% 214
2024
Q1
$396K Sell
64,926
-11,085
-15% -$67.6K 0.05% 213
2023
Q4
$445K Buy
+76,011
New +$445K 0.06% 180