IFP Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $3.44K | Hold |
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|
2024
Q4 | $3.39K | Hold |
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|
2024
Q3 | $3.66K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $38K | Hold |
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|
2022
Q1 | $38K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $26K | Sell |
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|
2017
Q2 | $55K | Buy |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $10K | Sell |
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|
2016
Q3 | $16K | Hold |
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|
2016
Q2 | $16K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4K | Buy |
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