Verdence Capital Advisors’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
Q1 | – | Sell |
-11,874
| Closed | -$71.7K | – | 661 |
|
|
2024
Q4 | $71.7K | Buy |
11,874
+142
| +1% | +$858 | 0.01% | 621 |
|
|
2024
Q3 | $76.4K | Buy |
11,732
+71
| +0.6% | +$462 | 0.01% | 628 |
|
|
2024
Q2 | $71.4K | Buy |
11,661
+111
| +1% | +$679 | 0.01% | 586 |
|
|
2024
Q1 | $70.5K | Hold |
11,550
| – | – | 0.01% | 579 |
|
|
2023
Q4 | $67.7K | Buy |
+11,550
| New | +$67.7K | 0.01% | 558 |
|