IC
LEO

IEQ Capital’s BNY Mellon Strategic Municipals LEO Stock Holding History

IEQ Capital’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
Q4 		– Sell
-24,375
Closed -$130K – 969
2023
Q3 		$130K Buy
24,375
+172
+0.7% +$917 ﹤0.01% 872
2023
Q2 		$151K Buy
+24,203
New +$151K ﹤0.01% 826