Merit Financial Group’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 | $164K | Buy |
27,695
+1,562
| +6% | +$9.25K | ﹤0.01% | 1588 |
|
|
2025
Q1 | $160K | Buy |
+26,133
| New | +$160K | ﹤0.01% | 1324 |
|
|
2024
Q2 | – | Sell |
-11,614
| Closed | -$69.9K | – | 931 |
|
|
2024
Q1 | $69.9K | Sell |
11,614
-22,022
| -65% | -$133K | ﹤0.01% | 847 |
|
|
2023
Q4 | $197K | Sell |
33,636
-2,734
| -8% | -$16K | 0.01% | 736 |
|
|
2023
Q3 | $194K | Buy |
36,370
+177
| +0.5% | +$943 | 0.01% | 697 |
|
|
2023
Q2 | $225K | Buy |
+36,193
| New | +$225K | 0.01% | 662 |
|