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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $156K | Hold |
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|
2025
Q2 | $147K | Hold |
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|
2025
Q1 | $152K | Hold |
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|
2024
Q4 | $150K | Hold |
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|
2024
Q3 | $162K | Hold |
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|
2024
Q2 | $152K | Hold |
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|
2024
Q1 | $152K | Hold |
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|
2023
Q4 | $145K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $14K | Sell |
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|
2021
Q4 | $69K | Hold |
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|
2021
Q3 | $71K | Hold |
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|
2021
Q2 | $74K | Hold |
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|
2021
Q1 | $70K | Buy |
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