Sowell Financial Services’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
2023 Q2	–	Sell	-13,445	Closed	-$84K	–	707
2023 Q1	$84K	Buy	+13,445	New	+$84.9K	0.01%	734
2021 Q2	–	Sell	-12,248	Closed	-$108K	–	1743
2021 Q1	$108K	Buy	12,248 +200	+2%	+$1.69K	﹤0.01%	1335
2020 Q4	$102K	Buy	12,048 +152	+1%	+$1.27K	﹤0.01%	1145
2020 Q3	$98K	Buy	11,896 +150	+1%	+$1.24K	﹤0.01%	980
2020 Q2	$91K	Buy	11,746 +161	+1%	+$1.2K	0.01%	990
2020 Q1	$86K	Buy	11,585 +606	+6%	+$5.07K	0.01%	896
2019 Q4	$93K	Buy	10,979 +129	+1%	+$1.1K	0.01%	942
2019 Q3	$93K	Buy	+10,850	New	+$91.9K	0.01%	847
2019 Q1	$84K	Buy	+10,591	New	+$81.5K	0.01%	553
2018 Q4	–	Sell	-12,507	Closed	-$94K	–	498
2018 Q3	$94K	Buy	12,507 +75	+0.6%	+$574	0.01%	354
2018 Q2	$96K	Buy	12,432 +68	+0.5%	+$519	0.02%	284
2018 Q1	$94K	Buy	12,364 +94	+0.8%	+$756	0.02%	265
2017 Q4	$106K	Buy	12,270 +48	+0.4%	+$421	0.03%	252
2017 Q3	$106K	Buy	12,222 +71	+0.6%	+$637	0.03%	248
2017 Q2	$110K	Buy	12,151 +68	+0.6%	+$598	0.03%	248
2017 Q1	$106K	Buy	12,083 +69	+0.6%	+$594	0.03%	247
2016 Q4	$103K	Buy	+12,014	New	+$103K	0.03%	269