Kestra Advisory Services’s BNY Mellon Strategic Municipals LEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,055
| Closed | -$78.9K | – | 2830 |
|
|
2024
Q4 | $78.9K | Sell |
13,055
-5,203
| -28% | -$31.4K | ﹤0.01% | 2573 |
|
|
2024
Q3 | $119K | Sell |
18,258
-1,894
| -9% | -$12.3K | ﹤0.01% | 2437 |
|
|
2024
Q2 | $123K | Buy |
+20,152
| New | +$123K | ﹤0.01% | 2488 |
|
|
2023
Q2 | – | Sell |
-18,522
| Closed | -$116K | – | 2154 |
|
|
2023
Q1 | $116K | Buy |
18,522
+137
| +0.7% | +$855 | ﹤0.01% | 1943 |
|
|
2022
Q4 | $112K | Sell |
18,385
-6,103
| -25% | -$37.3K | ﹤0.01% | 2130 |
|
|
2022
Q3 | $149K | Buy |
24,488
+6,980
| +40% | +$42.5K | ﹤0.01% | 1924 |
|
|
2022
Q2 | $115K | Buy |
17,508
+877
| +5% | +$5.76K | ﹤0.01% | 1977 |
|
|
2022
Q1 | $120K | Buy |
16,631
+6,409
| +63% | +$46.2K | ﹤0.01% | 1919 |
|
|
2021
Q4 | $87K | Sell |
10,222
-99,927
| -91% | -$850K | ﹤0.01% | 1950 |
|
|
2021
Q3 | $958K | Buy |
110,149
+100,071
| +993% | +$870K | 0.01% | 1044 |
|
|
2021
Q2 | $90K | Buy |
+10,078
| New | +$90K | ﹤0.01% | 1960 |
|
|
2021
Q1 | – | Sell |
-143,828
| Closed | -$1.21M | – | 1962 |
|
|
2020
Q4 | $1.21M | Buy |
143,828
+132,472
| +1,167% | +$1.12M | 0.01% | 775 |
|
|
2020
Q3 | $94K | Buy |
+11,356
| New | +$94K | ﹤0.01% | 1367 |
|