WealthBridge Capital 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 | $224K | Hold |
37,907
| – | – | 0.06% | 196 |
|
|
2025
Q1 | $232K | Hold |
37,907
| – | – | 0.07% | 184 |
|
|
2024
Q4 | $229K | Hold |
37,907
| – | – | 0.06% | 185 |
|
|
2024
Q3 | $247K | Hold |
37,907
| – | – | 0.07% | 177 |
|
|
2024
Q2 | $232K | Buy |
37,907
+3,500
| +10% | +$21.4K | 0.08% | 162 |
|
|
2024
Q1 | $210K | Buy |
34,407
+800
| +2% | +$4.88K | 0.07% | 182 |
|
|
2023
Q4 | $197K | Buy |
+33,607
| New | +$197K | 0.07% | 176 |
|
|
2022
Q4 | – | Sell |
-11,500
| Closed | -$76K | – | 205 |
|
|
2022
Q3 | $76K | Hold |
11,500
| – | – | 0.03% | 197 |
|
|
2022
Q2 | $76K | Sell |
11,500
-16,550
| -59% | -$109K | 0.03% | 197 |
|
|
2022
Q1 | $202K | Sell |
28,050
-18,500
| -40% | -$133K | 0.08% | 180 |
|
|
2021
Q4 | $394K | Sell |
46,550
-8,150
| -15% | -$69K | 0.15% | 111 |
|
|
2021
Q3 | $476K | Buy |
54,700
+17,800
| +48% | +$155K | 0.18% | 103 |
|
|
2021
Q2 | $331K | Buy |
36,900
+17,600
| +91% | +$158K | 0.12% | 118 |
|
|
2021
Q1 | $165K | Buy |
19,300
+2,000
| +12% | +$17.1K | 0.07% | 154 |
|
|
2020
Q4 | $147K | Buy |
17,300
+5,600
| +48% | +$47.6K | 0.06% | 144 |
|
|
2020
Q3 | $97K | Buy |
+11,700
| New | +$97K | 0.05% | 129 |
|