Raymond James Financial Services Advisors’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
Q3 | $396K | Sell |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $141K | Sell |
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|
2023
Q4 | $147K | Sell |
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|
2023
Q3 | $186K | Buy |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $751K | Sell |
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|
2022
Q3 | $937K | Buy |
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|
2022
Q2 | $689K | Buy |
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|
2022
Q1 | $752K | Buy |
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|
2021
Q4 | $881K | Buy |
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|
2021
Q3 | $902K | Sell |
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|
2021
Q2 | $949K | Sell |
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|
2021
Q1 | $980K | Buy |
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|
2020
Q4 | $931K | Sell |
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|
2020
Q3 | $989K | Sell |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $888K | Sell |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $898K | Buy |
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|
2018
Q3 | $164K | Buy |
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|
2018
Q2 | $168K | Buy |
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|
2018
Q1 | $169K | Sell |
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|
2017
Q4 | $208K | Buy |
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|
2017
Q3 | $189K | Buy |
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|
2017
Q2 | $139K | Sell |
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|
2017
Q1 | $137K | Sell |
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|
2016
Q4 | $139K | Sell |
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|
2016
Q3 | $224K | Buy |
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|
2016
Q2 | $193K | Sell |
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|
2016
Q1 | $254K | Hold |
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|
2015
Q4 | $242K | Sell |
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|
2015
Q3 | $248K | Buy |
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