Mercer Global Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,569
| Closed | -$69.9K | – | 2207 |
|
|
2024
Q3 | $69.9K | Sell |
10,569
-4,058
| -28% | -$26.8K | ﹤0.01% | 1900 |
|
|
2024
Q2 | $89.5K | Buy |
+14,627
| New | +$89.5K | ﹤0.01% | 1877 |
|
|
2023
Q4 | – | Sell |
-11,094
| Closed | -$59K | – | 2058 |
|
|
2023
Q3 | $59K | Sell |
11,094
-2,000
| -15% | -$10.6K | ﹤0.01% | 1888 |
|
|
2023
Q2 | $81K | Buy |
13,094
+2,000
| +18% | +$12.4K | ﹤0.01% | 1846 |
|
|
2023
Q1 | $69K | Buy |
+11,094
| New | +$69K | ﹤0.01% | 1849 |
|