Spire Wealth Management’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	$157K	Hold	24,908	–	–	0.01%	854
2025 Q4	$158K	Hold	24,908	–	–	0.01%	860
2025 Q3	$156K	Hold	24,908	–	–	0.01%	854
2025 Q2	$147K	Hold	24,908	–	–	0.01%	841
2025 Q1	$152K	Hold	24,908	–	–	﹤0.01%	890
2024 Q4	$150K	Hold	24,908	–	–	﹤0.01%	901
2024 Q3	$162K	Hold	24,908	–	–	0.01%	783
2024 Q2	$152K	Hold	24,908	–	–	0.01%	790
2024 Q1	$152K	Hold	24,908	–	–	﹤0.01%	865
2023 Q4	$145K	Buy	+24,908	New	+$137K	﹤0.01%	873
2022 Q2	–	Sell	-2,000	Closed	-$14K	–	2764
2022 Q1	$14K	Sell	2,000 -6,200	-76%	-$47.4K	﹤0.01%	1922
2021 Q4	$69K	Hold	8,200	–	–	﹤0.01%	1569
2021 Q3	$71K	Hold	8,200	–	–	﹤0.01%	1331
2021 Q2	$74K	Hold	8,200	–	–	﹤0.01%	1318
2021 Q1	$70K	Buy	+8,200	New	+$69.5K	﹤0.01%	1556