NewEdge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.3K | Sell |
12,547
-2,190
| -15% | -$13K | ﹤0.01% | 2533 |
|
|
2025
Q1 | $90.2K | Buy |
14,737
+9
| +0.1% | +$55 | ﹤0.01% | 2328 |
|
|
2024
Q4 | $89K | Sell |
14,728
-89
| -0.6% | -$538 | ﹤0.01% | 2314 |
|
|
2024
Q3 | $96.5K | Buy |
14,817
+6
| +0% | +$39 | ﹤0.01% | 2204 |
|
|
2024
Q2 | $90.6K | Buy |
14,811
+2,608
| +21% | +$16K | ﹤0.01% | 2154 |
|
|
2024
Q1 | $74.4K | Sell |
12,203
-897
| -7% | -$5.47K | ﹤0.01% | 2163 |
|
|
2023
Q4 | $76.8K | Hold |
13,100
| – | – | ﹤0.01% | 2053 |
|
|
2023
Q3 | $69.8K | Sell |
13,100
-3,100
| -19% | -$16.5K | ﹤0.01% | 1980 |
|
|
2023
Q2 | $101K | Hold |
16,200
| – | – | ﹤0.01% | 1851 |
|
|
2023
Q1 | $100K | Buy |
16,200
+700
| +5% | +$4.32K | ﹤0.01% | 1753 |
|
|
2022
Q4 | $94.7K | Hold |
15,500
| – | – | ﹤0.01% | 1464 |
|
|
2022
Q3 | $94K | Sell |
15,500
-500
| -3% | -$3.03K | ﹤0.01% | 1457 |
|
|
2022
Q2 | $105K | Sell |
16,000
-1,800
| -10% | -$11.8K | ﹤0.01% | 1472 |
|
|
2022
Q1 | $128K | Sell |
17,800
-800
| -4% | -$5.75K | ﹤0.01% | 1064 |
|
|
2021
Q4 | $158K | Buy |
+18,600
| New | +$158K | ﹤0.01% | 1549 |
|