WealthBridge Capital 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 | $220K | Sell |
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|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $232K | Hold |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | $197K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $76K | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $394K | Sell |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $331K | Buy |
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|
2021
Q1 | $165K | Buy |
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|
2020
Q4 | $147K | Buy |
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|
2020
Q3 | $97K | Buy |
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