Kestra Advisory Services’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
Q4 | $23.5K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $78.9K | Sell |
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|
2024
Q3 | $119K | Sell |
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|
2024
Q2 | $123K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $116K | Buy |
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|
2022
Q4 | $112K | Sell |
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|
2022
Q3 | $149K | Buy |
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|
2022
Q2 | $115K | Buy |
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|
2022
Q1 | $120K | Buy |
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|
2021
Q4 | $87K | Sell |
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|
2021
Q3 | $958K | Buy |
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|
2021
Q2 | $90K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.21M | Buy |
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|
2020
Q3 | $94K | Buy |
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