ProVise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $71.6K | Sell |
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|
2024
Q2 | $79.1K | Sell |
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|
2024
Q1 | $91K | Hold |
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|
2023
Q4 | $87.5K | Sell |
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|
2023
Q3 | $95.3K | Sell |
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|
2023
Q2 | $128K | Sell |
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|
2023
Q1 | $146K | Sell |
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|
2022
Q4 | $176K | Sell |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $861K | Sell |
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|
2021
Q3 | $905K | Sell |
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|
2021
Q2 | $945K | Sell |
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|
2021
Q1 | $917K | Buy |
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|
2020
Q4 | $907K | Sell |
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|
2020
Q3 | $901K | Sell |
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|
2020
Q2 | $845K | Sell |
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|
2020
Q1 | $839K | Sell |
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|
2019
Q4 | $1M | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $899K | Sell |
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|
2018
Q3 | $989K | Sell |
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|
2018
Q2 | $1.1K | Sell |
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|
2018
Q1 | $1.17M | Buy |
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|
2017
Q4 | $1.28M | Buy |
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|
2017
Q3 | $1.27M | Buy |
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|
2017
Q2 | $1.23M | Buy |
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|
2017
Q1 | $1.1M | Buy |
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|
2016
Q4 | $1.05M | Sell |
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|
2016
Q3 | $1.18M | Buy |
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|
2016
Q2 | $1.01M | Buy |
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|
2016
Q1 | $828K | Buy |
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|
2015
Q4 | $725K | Buy |
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|
2015
Q3 | $667K | Sell |
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|
2015
Q2 | $646K | Buy |
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|
2015
Q1 | $638K | Buy |
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|
2014
Q4 | $573K | Buy |
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|
2014
Q3 | $413K | Buy |
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|
2014
Q2 | $351K | Buy |
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|
2014
Q1 | $268K | Buy |
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|
2013
Q4 | $198K | Sell |
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|
2013
Q3 | $232K | Sell |
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|
2013
Q2 | $301K | Buy |
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