Mariner’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 | $114K | Buy |
19,203
+1,137
| +6% | +$6.73K | ﹤0.01% | 3217 |
|
|
2025
Q1 | $111K | Sell |
18,066
-122
| -0.7% | -$747 | ﹤0.01% | 3168 |
|
|
2024
Q4 | $110K | Hold |
18,188
| – | – | ﹤0.01% | 3159 |
|
|
2024
Q3 | $118K | Sell |
18,188
-25,600
| -58% | -$167K | ﹤0.01% | 3053 |
|
|
2024
Q2 | $268K | Sell |
43,788
-11,650
| -21% | -$71.3K | ﹤0.01% | 2544 |
|
|
2024
Q1 | $338K | Hold |
55,438
| – | – | ﹤0.01% | 2337 |
|
|
2023
Q4 | $325K | Buy |
55,438
+4,283
| +8% | +$25.1K | ﹤0.01% | 2261 |
|
|
2023
Q3 | $273K | Hold |
51,155
| – | – | ﹤0.01% | 2241 |
|
|
2023
Q2 | $318K | Hold |
51,155
| – | – | ﹤0.01% | 2073 |
|
|
2023
Q1 | $319K | Sell |
51,155
-940
| -2% | -$5.86K | ﹤0.01% | 2021 |
|
|
2022
Q4 | $318K | Buy |
52,095
+940
| +2% | +$5.74K | ﹤0.01% | 1977 |
|
|
2022
Q3 | $311K | Hold |
51,155
| – | – | ﹤0.01% | 1743 |
|
|
2022
Q2 | $337K | Sell |
51,155
-134
| -0.3% | -$883 | ﹤0.01% | 1253 |
|
|
2022
Q1 | $369K | Sell |
51,289
-1,301
| -2% | -$9.36K | ﹤0.01% | 1235 |
|
|
2021
Q4 | $445K | Buy |
52,590
+667
| +1% | +$5.64K | ﹤0.01% | 1024 |
|
|
2021
Q3 | $452K | Buy |
+51,923
| New | +$452K | ﹤0.01% | 867 |
|