Merit Financial Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$166K Sell
2025
Q2
$164K Buy
2025
Q1
$160K Buy
2024
Q2
Sell
2024
Q1
$69.9K Sell
2023
Q4
$197K Sell
2023
Q3
$194K Buy
2023
Q2
$225K Buy