Powell Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-36,255
| Closed | -$307K | – | 134 |
|
|
2021
Q4 | $307K | Buy |
36,255
+419
| +1% | +$3.55K | 0.17% | 74 |
|
|
2021
Q3 | $312K | Buy |
35,836
+405
| +1% | +$3.53K | 0.19% | 73 |
|
|
2021
Q2 | $318K | Buy |
35,431
+422
| +1% | +$3.79K | 0.2% | 71 |
|
|
2021
Q1 | $299K | Buy |
35,009
+428
| +1% | +$3.66K | 0.2% | 72 |
|
|
2020
Q4 | $294K | Buy |
34,581
+434
| +1% | +$3.69K | 0.22% | 63 |
|
|
2020
Q3 | $283K | Buy |
34,147
+435
| +1% | +$3.61K | 0.24% | 62 |
|
|
2020
Q2 | $262K | Buy |
33,712
+475
| +1% | +$3.69K | 0.25% | 70 |
|
|
2020
Q1 | $248K | Buy |
33,237
+400
| +1% | +$2.99K | 0.3% | 65 |
|
|
2019
Q4 | $279K | Buy |
+32,837
| New | +$279K | 0.29% | 74 |
|