&Partners’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
$505K Buy
85,250
+4,593
+6% +$27.2K ﹤0.01% 1354
2025
Q1
$494K Buy
80,657
+401
+0.5% +$2.45K 0.01% 1138
2024
Q4
$495K Buy
80,256
+610
+0.8% +$3.76K 0.01% 1079
2024
Q3
$518K Buy
+79,646
New +$518K 0.01% 853