MWM
LEO
Mascoma Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3K | Hold |
557
| – | – | ﹤0.01% | 413 |
|
|
2025
Q1 | $3.41K | Hold |
557
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $3.36K | Hold |
557
| – | – | ﹤0.01% | 439 |
|
|
2024
Q3 | $3.63K | Hold |
557
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $3.41K | Hold |
557
| – | – | ﹤0.01% | 439 |
|
|
2024
Q1 | $3.4K | Hold |
557
| – | – | ﹤0.01% | 413 |
|
|
2023
Q4 | $3.26K | Hold |
557
| – | – | ﹤0.01% | 424 |
|
|
2023
Q3 | $2.97K | Hold |
557
| – | – | ﹤0.01% | 443 |
|
|
2023
Q2 | $3.29K | Hold |
557
| – | – | ﹤0.01% | 427 |
|
|
2023
Q1 | $3.52K | Hold |
557
| – | – | ﹤0.01% | 515 |
|
|
2022
Q4 | $3.4K | Hold |
557
| – | – | ﹤0.01% | 532 |
|
|
2022
Q3 | $3K | Hold |
557
| – | – | ﹤0.01% | 535 |
|
|
2022
Q2 | $4K | Buy |
+557
| New | +$4K | ﹤0.01% | 521 |
|