Rothschild Investment LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
40,000
| – | – | 0.01% | 468 |
|
|
2025
Q1 | $245K | Hold |
40,000
| – | – | 0.02% | 459 |
|
|
2024
Q4 | $242K | Hold |
40,000
| – | – | 0.02% | 460 |
|
|
2024
Q3 | $260K | Hold |
40,000
| – | – | 0.02% | 454 |
|
|
2024
Q2 | $245K | Hold |
40,000
| – | – | 0.02% | 452 |
|
|
2024
Q1 | $244K | Hold |
40,000
| – | – | 0.02% | 434 |
|
|
2023
Q4 | $234K | Buy |
+40,000
| New | +$234K | 0.02% | 385 |
|