Fortitude Advisory Group’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 | $165K | Hold |
27,876
| – | – | 0.09% | 200 |
|
|
2025
Q1 | $161K | Hold |
27,876
| – | – | 0.12% | 183 |
|
|
2024
Q4 | $168K | Hold |
27,876
| – | – | 0.1% | 186 |
|
|
2024
Q3 | $181K | Hold |
27,876
| – | – | 0.11% | 193 |
|
|
2024
Q2 | $171K | Hold |
27,876
| – | – | 0.1% | 185 |
|
|
2024
Q1 | $170K | Buy |
27,876
+1,000
| +4% | +$6.1K | 0.1% | 201 |
|
|
2023
Q4 | $157K | Hold |
26,876
| – | – | 0.1% | 207 |
|
|
2023
Q3 | $143K | Hold |
26,876
| – | – | 0.1% | 192 |
|
|
2023
Q2 | $167K | Hold |
26,876
| – | – | 0.12% | 189 |
|
|
2023
Q1 | $168K | Hold |
26,876
| – | – | 0.13% | 196 |
|
|
2022
Q4 | $164K | Hold |
26,876
| – | – | 0.14% | 186 |
|
|
2022
Q3 | $163K | Hold |
26,876
| – | – | 0.15% | 171 |
|
|
2022
Q2 | $177K | Hold |
26,876
| – | – | 0.16% | 173 |
|
|
2022
Q1 | $193K | Hold |
26,876
| – | – | 0.1% | 194 |
|
|
2021
Q4 | $228K | Buy |
+26,876
| New | +$228K | 0.11% | 173 |
|