Novak & Powell Financial Services’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 | $154K | Buy |
+26,055
| New | +$154K | 0.11% | 141 |
|
|
2025
Q1 | – | Sell |
-25,608
| Closed | -$155K | – | 156 |
|
|
2024
Q4 | $155K | Buy |
25,608
+270
| +1% | +$1.63K | 0.09% | 145 |
|
|
2024
Q3 | $165K | Buy |
25,338
+134
| +0.5% | +$872 | 0.1% | 152 |
|
|
2024
Q2 | $154K | Buy |
25,204
+278
| +1% | +$1.7K | 0.1% | 148 |
|
|
2024
Q1 | $152K | Buy |
24,926
+139
| +0.6% | +$848 | 0.11% | 140 |
|
|
2023
Q4 | $145K | Buy |
+24,787
| New | +$145K | 0.1% | 145 |
|