IFP Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-562
| Closed | -$3.44K | – | 4987 |
|
|
2025
Q1 | $3.44K | Hold |
562
| – | – | ﹤0.01% | 2972 |
|
|
2024
Q4 | $3.39K | Hold |
562
| – | – | ﹤0.01% | 2928 |
|
|
2024
Q3 | $3.66K | Buy |
+562
| New | +$3.66K | ﹤0.01% | 2771 |
|
|
2022
Q4 | – | Sell |
-4,555
| Closed | -$38K | – | 4731 |
|
|
2022
Q3 | $38K | Hold |
4,555
| – | – | ﹤0.01% | 2588 |
|
|
2022
Q2 | $38K | Hold |
4,555
| – | – | ﹤0.01% | 2355 |
|
|
2022
Q1 | $38K | Buy |
+4,555
| New | +$38K | ﹤0.01% | 2355 |
|
|
2017
Q4 | – | Sell |
-2,910
| Closed | -$26K | – | 3915 |
|
|
2017
Q3 | $26K | Sell |
2,910
-3,230
| -53% | -$28.9K | ﹤0.01% | 2406 |
|
|
2017
Q2 | $55K | Buy |
6,140
+4,940
| +412% | +$44.3K | ﹤0.01% | 1889 |
|
|
2017
Q1 | $10K | Hold |
1,200
| – | – | ﹤0.01% | 2885 |
|
|
2016
Q4 | $10K | Sell |
1,200
-500
| -29% | -$4.17K | ﹤0.01% | 2882 |
|
|
2016
Q3 | $16K | Hold |
1,700
| – | – | ﹤0.01% | 2525 |
|
|
2016
Q2 | $16K | Buy |
+1,700
| New | +$16K | ﹤0.01% | 2476 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$4K | – | 2944 |
|
|
2015
Q4 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 3064 |
|