PFM
LEO

Phillips Financial Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Phillips Financial Management’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,500
Closed -$87.9K – 258
2023
Q3 		$87.9K Buy
+16,500
New +$87.9K 0.01% 177