Spire Wealth Management’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 | $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 | +$145K | ﹤0.01% | 873 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$14K | – | 2763 |
|
|
2022
Q1 | $14K | Sell |
2,000
-6,200
| -76% | -$43.4K | ﹤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 | +$70K | ﹤0.01% | 1556 |
|