Northwestern Mutual Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $5.32K | Hold |
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|
2024
Q4 | $5.25K | Sell |
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|
2024
Q3 | $53.6K | Buy |
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|
2024
Q2 | $14K | Sell |
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|
2024
Q1 | $17.5K | Buy |
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|
2023
Q4 | $5.1K | Sell |
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|
2023
Q3 | $24.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $77K | Hold |
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|
2021
Q3 | $79K | Hold |
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|
2021
Q2 | $82K | Hold |
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|
2021
Q1 | $78K | Hold |
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|
2020
Q4 | $77K | Hold |
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|
2020
Q3 | $75K | Hold |
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|
2020
Q2 | $71K | Hold |
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|
2020
Q1 | $68K | Hold |
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|
2019
Q4 | $77K | Hold |
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|
2019
Q3 | $78K | Sell |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $247K | Hold |
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|
2018
Q4 | $225K | Hold |
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|
2018
Q3 | $235K | Buy |
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|
2018
Q2 | $86K | Buy |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $18K | Hold |
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|
2017
Q2 | $19K | Sell |
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|
2017
Q1 | $45K | Buy |
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|
2016
Q4 | $18K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $14K | Hold |
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|
2015
Q3 | $14K | Buy |
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