Kestra Private Wealth 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
Q2 | $65.7K | Hold |
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|
2025
Q1 | $67.9K | Hold |
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|
2024
Q4 | $67K | Hold |
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|
2024
Q3 | $72.3K | Hold |
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|
2024
Q2 | $67.9K | Hold |
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|
2024
Q1 | $67.7K | Hold |
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|
2023
Q4 | $65K | Hold |
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|
2023
Q3 | $59.2K | Hold |
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|
2023
Q2 | $69K | Hold |
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|
2023
Q1 | $69.3K | Hold |
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|
2022
Q4 | $67.8K | Sell |
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|
2022
Q3 | $72K | Hold |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $85K | Hold |
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|
2021
Q4 | $100K | Sell |
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|
2021
Q3 | $113K | Buy |
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|
2021
Q2 | $116K | Buy |
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