Prestige Wealth Management Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.98K	Hold	950	–	–	﹤0.01%	522
2025 Q4	$6.04K	Hold	950	–	–	﹤0.01%	532
2025 Q3	$5.96K	Hold	950	–	–	﹤0.01%	538
2025 Q2	$5.62K	Hold	950	–	–	﹤0.01%	543
2025 Q1	$5.81K	Hold	950	–	–	﹤0.01%	533
2024 Q4	$5.74K	Hold	950	–	–	﹤0.01%	568
2024 Q3	$6.2K	Hold	950	–	–	﹤0.01%	562
2024 Q2	$5.81K	Hold	950	–	–	﹤0.01%	515
2024 Q1	$5.79K	Hold	950	–	–	﹤0.01%	539
2023 Q4	$5.57K	Hold	950	–	–	﹤0.01%	565
2023 Q3	$5.08K	Hold	950	–	–	﹤0.01%	572
2023 Q2	$5.91K	Hold	950	–	–	﹤0.01%	555
2023 Q1	$5.93K	Hold	950	–	–	﹤0.01%	529
2022 Q4	$5.8K	Hold	950	–	–	﹤0.01%	579
2022 Q3	$6K	Hold	950	–	–	﹤0.01%	514
2022 Q2	$6K	Hold	950	–	–	﹤0.01%	538
2022 Q1	$7K	Hold	950	–	–	﹤0.01%	539
2021 Q4	$8K	Hold	950	–	–	﹤0.01%	529
2021 Q3	$8K	Hold	950	–	–	﹤0.01%	533
2021 Q2	$9K	Hold	950	–	–	﹤0.01%	495
2021 Q1	$8K	Hold	950	–	–	﹤0.01%	524
2020 Q4	$8K	Hold	950	–	–	﹤0.01%	494
2020 Q3	$8K	Hold	950	–	–	﹤0.01%	470
2020 Q2	$7K	Hold	950	–	–	﹤0.01%	473
2020 Q1	$7K	Hold	950	–	–	﹤0.01%	437
2019 Q4	$8K	Hold	950	–	–	﹤0.01%	367
2019 Q3	$8K	Hold	950	–	–	﹤0.01%	359
2019 Q2	$8K	Hold	950	–	–	﹤0.01%	348
2019 Q1	$7K	Hold	950	–	–	﹤0.01%	368
2018 Q4	$7K	Buy	+950	New	+$6.85K	0.01%	511