Perkins Coie Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,000
| Closed | -$56.2K | – | 240 |
|
|
2023
Q1 | $56.2K | Hold |
9,000
| – | – | 0.02% | 126 |
|
|
2022
Q4 | $55K | Hold |
9,000
| – | – | 0.02% | 124 |
|
|
2022
Q3 | $55K | Hold |
9,000
| – | – | 0.02% | 121 |
|
|
2022
Q2 | $59K | Hold |
9,000
| – | – | 0.02% | 119 |
|
|
2022
Q1 | $65K | Hold |
9,000
| – | – | 0.02% | 125 |
|
|
2021
Q4 | $76K | Hold |
9,000
| – | – | 0.02% | 120 |
|
|
2021
Q3 | $78K | Hold |
9,000
| – | – | 0.02% | 128 |
|
|
2021
Q2 | $81K | Buy |
+9,000
| New | +$81K | 0.02% | 127 |
|