Pathstone Holdings’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 | $18.4M | Buy |
3,115,983
+746,743
| +32% | +$4.42M | 0.07% | 181 |
|
|
2025
Q1 | $14.7M | Buy |
2,369,240
+881,134
| +59% | +$5.47M | 0.06% | 232 |
|
|
2024
Q4 | $8.99M | Buy |
1,488,106
+384,579
| +35% | +$2.32M | 0.04% | 350 |
|
|
2024
Q3 | $7.18M | Buy |
1,103,527
+630,137
| +133% | +$4.1M | 0.03% | 432 |
|
|
2024
Q2 | $2.9M | Buy |
473,390
+334,866
| +242% | +$2.05M | 0.01% | 754 |
|
|
2024
Q1 | $845K | Buy |
138,524
+12,269
| +10% | +$74.8K | ﹤0.01% | 1377 |
|
|
2023
Q4 | $740K | Buy |
+126,255
| New | +$740K | ﹤0.01% | 1257 |
|