MWM
LEO
Melfa 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 | $357K | Hold |
60,298
| – | – | 0.23% | 107 |
|
|
2025
Q1 | $369K | Hold |
60,298
| – | – | 0.25% | 99 |
|
|
2024
Q4 | $364K | Buy |
60,298
+3,000
| +5% | +$18.1K | 0.24% | 100 |
|
|
2024
Q3 | $373K | Hold |
57,298
| – | – | 0.25% | 104 |
|
|
2024
Q2 | $351K | Buy |
57,298
+51
| +0.1% | +$312 | 0.25% | 102 |
|
|
2024
Q1 | $349K | Sell |
57,247
-3,124
| -5% | -$19.1K | 0.25% | 99 |
|
|
2023
Q4 | $354K | Buy |
60,371
+10,751
| +22% | +$63K | 0.33% | 74 |
|
|
2023
Q3 | $264K | Sell |
49,620
-2,090
| -4% | -$11.1K | 0.29% | 81 |
|
|
2023
Q2 | $322K | Buy |
51,710
+13,548
| +36% | +$84.3K | 0.33% | 76 |
|
|
2023
Q1 | $238K | Buy |
38,162
+15,408
| +68% | +$96.1K | 0.24% | 98 |
|
|
2022
Q4 | $139K | Buy |
+22,754
| New | +$139K | 0.15% | 117 |
|