PVM
LEO
Palogic Value Management’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30,000
| Closed | -$160K | – | 163 |
|
|
2023
Q3 | $160K | Hold |
30,000
| – | – | 0.08% | 145 |
|
|
2023
Q2 | $187K | Hold |
30,000
| – | – | 0.09% | 151 |
|
|
2023
Q1 | $187K | Sell |
30,000
-4,000
| -12% | -$25K | 0.09% | 152 |
|
|
2022
Q4 | $208K | Buy |
+34,000
| New | +$208K | 0.11% | 137 |
|