Walter & Keenan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $160K | Hold |
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|
2023
Q2 | $187K | Hold |
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|
2023
Q1 | $187K | Hold |
|
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|
2022
Q4 | $183K | Hold |
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|
2022
Q3 | $182K | Hold |
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|
2022
Q2 | $197K | Hold |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $256K | Hold |
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|
2020
Q4 | $255K | Hold |
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|
2020
Q3 | $248K | Hold |
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|
2020
Q2 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $170K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $158K | Hold |
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|
2018
Q4 | $144K | Hold |
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|
2018
Q3 | $150 | Hold |
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|
2018
Q2 | $153K | Hold |
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|
2018
Q1 | $154K | Hold |
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|
2017
Q4 | $173K | Hold |
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|
2017
Q3 | $176K | Hold |
|
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|
2017
Q2 | $178K | Hold |
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|
2017
Q1 | $172K | Hold |
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|
2016
Q4 | $168K | Hold |
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|
2016
Q3 | $187K | Hold |
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|
2016
Q2 | $190K | Hold |
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|
2016
Q1 | $179K | Hold |
|
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|
2015
Q4 | $171K | Hold |
|
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|
2015
Q3 | $164K | Hold |
|
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|
2015
Q2 | $158K | Hold |
|
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|
2015
Q1 | $168K | Hold |
|
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|
2014
Q4 | $164K | Hold |
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|
2014
Q3 | $167K | Hold |
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|
2014
Q2 | $169K | Hold |
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|
2014
Q1 | $162K | Buy |
|