GWS
LEO

Glassman Wealth Services’s BNY Mellon Strategic Municipals LEO Stock Holding History

Glassman Wealth Services’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,500
Closed -$55K – 1532
2020
Q4 		$55K Hold
6,500
– – 0.01% 319
2020
Q3 		$54K Buy
+6,500
New +$54K 0.01% 286