Gradient Investments’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,700
| Closed | -$10.4K | – | 880 |
|
|
2024
Q2 | $10.4K | Hold |
1,700
| – | – | ﹤0.01% | 735 |
|
|
2024
Q1 | $10.4K | Hold |
1,700
| – | – | ﹤0.01% | 635 |
|
|
2023
Q4 | $9.96K | Hold |
1,700
| – | – | ﹤0.01% | 842 |
|
|
2023
Q3 | $9.06K | Hold |
1,700
| – | – | ﹤0.01% | 827 |
|
|
2023
Q2 | $10.6K | Hold |
1,700
| – | – | ﹤0.01% | 806 |
|
|
2023
Q1 | $10.6K | Hold |
1,700
| – | – | ﹤0.01% | 800 |
|
|
2022
Q4 | $10.4K | Hold |
1,700
| – | – | ﹤0.01% | 800 |
|
|
2022
Q3 | $10K | Hold |
1,700
| – | – | ﹤0.01% | 803 |
|
|
2022
Q2 | $11K | Hold |
1,700
| – | – | ﹤0.01% | 749 |
|
|
2022
Q1 | $12K | Hold |
1,700
| – | – | ﹤0.01% | 741 |
|
|
2021
Q4 | $14K | Hold |
1,700
| – | – | ﹤0.01% | 723 |
|
|
2021
Q3 | $15K | Hold |
1,700
| – | – | ﹤0.01% | 691 |
|
|
2021
Q2 | $15K | Hold |
1,700
| – | – | ﹤0.01% | 686 |
|
|
2021
Q1 | $15K | Hold |
1,700
| – | – | ﹤0.01% | 679 |
|
|
2020
Q4 | $14K | Hold |
1,700
| – | – | ﹤0.01% | 637 |
|
|
2020
Q3 | $14K | Hold |
1,700
| – | – | ﹤0.01% | 641 |
|
|
2020
Q2 | $13K | Hold |
1,700
| – | – | ﹤0.01% | 602 |
|
|
2020
Q1 | $13K | Hold |
1,700
| – | – | ﹤0.01% | 601 |
|
|
2019
Q4 | $14K | Hold |
1,700
| – | – | ﹤0.01% | 630 |
|
|
2019
Q3 | $15K | Hold |
1,700
| – | – | ﹤0.01% | 571 |
|
|
2019
Q2 | $14K | Buy |
+1,700
| New | +$14K | ﹤0.01% | 578 |
|