Kestra Private Wealth 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
Q2 | $65.7K | Hold |
11,100
| – | – | ﹤0.01% | 1564 |
|
|
2025
Q1 | $67.9K | Hold |
11,100
| – | – | ﹤0.01% | 1464 |
|
|
2024
Q4 | $67K | Hold |
11,100
| – | – | ﹤0.01% | 1374 |
|
|
2024
Q3 | $72.3K | Hold |
11,100
| – | – | ﹤0.01% | 1322 |
|
|
2024
Q2 | $67.9K | Hold |
11,100
| – | – | ﹤0.01% | 1297 |
|
|
2024
Q1 | $67.7K | Hold |
11,100
| – | – | ﹤0.01% | 1255 |
|
|
2023
Q4 | $65K | Hold |
11,100
| – | – | ﹤0.01% | 1159 |
|
|
2023
Q3 | $59.2K | Hold |
11,100
| – | – | ﹤0.01% | 1111 |
|
|
2023
Q2 | $69K | Hold |
11,100
| – | – | ﹤0.01% | 1027 |
|
|
2023
Q1 | $69.3K | Hold |
11,100
| – | – | ﹤0.01% | 999 |
|
|
2022
Q4 | $67.8K | Sell |
11,100
-750
| -6% | -$4.58K | ﹤0.01% | 866 |
|
|
2022
Q3 | $72K | Hold |
11,850
| – | – | ﹤0.01% | 847 |
|
|
2022
Q2 | $78K | Hold |
11,850
| – | – | ﹤0.01% | 864 |
|
|
2022
Q1 | $85K | Hold |
11,850
| – | – | ﹤0.01% | 942 |
|
|
2021
Q4 | $100K | Sell |
11,850
-1,092
| -8% | -$9.22K | ﹤0.01% | 959 |
|
|
2021
Q3 | $113K | Buy |
12,942
+12
| +0.1% | +$105 | 0.01% | 897 |
|
|
2021
Q2 | $116K | Buy |
+12,930
| New | +$116K | 0.01% | 851 |
|