WealthTrust Axiom’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 | $93.8K | Sell |
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|
2025
Q2 | $101K | Sell |
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|
2025
Q1 | $116K | Hold |
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|
2024
Q4 | $115K | Sell |
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|
2024
Q3 | $159K | Buy |
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|
2024
Q2 | $149K | Buy |
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|
2024
Q1 | $149K | Buy |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $146K | Sell |
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|
2023
Q2 | $195K | Buy |
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|
2023
Q1 | $195K | Buy |
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|
2022
Q4 | $191K | Sell |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $257K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q3 | $340K | Buy |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $333K | Buy |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q3 | $323K | Sell |
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|
2020
Q2 | $318K | Buy |
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|
2020
Q1 | $305K | Buy |
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|
2019
Q4 | $348K | Sell |
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|
2019
Q3 | $361K | Buy |
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|
2019
Q2 | $344K | Buy |
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|
2019
Q1 | $332K | Buy |
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|
2018
Q4 | $302K | Buy |
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|
2018
Q3 | $315K | Sell |
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|
2018
Q2 | $328K | Buy |
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|
2018
Q1 | $329K | Buy |
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|
2017
Q4 | $369K | Buy |
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|
2017
Q3 | $375K | Buy |
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|
2017
Q2 | $380K | Sell |
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|
2017
Q1 | $405K | Buy |
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|
2016
Q4 | $395K | Sell |
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|
2016
Q3 | $468K | Buy |
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|
2016
Q2 | $475K | Sell |
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|
2016
Q1 | $462K | Buy |
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|
2015
Q4 | $414K | Sell |
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|
2015
Q3 | $421K | Buy |
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|
2015
Q2 | $363K | Sell |
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|
2015
Q1 | $423K | Sell |
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|
2014
Q4 | $425K | Sell |
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|
2014
Q3 | $439K | Hold |
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|
2014
Q2 | $443K | Buy |
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|
2014
Q1 | $376K | Buy |
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|
2013
Q4 | $304K | Buy |
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|
2013
Q3 | $272K | Hold |
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|
2013
Q2 | $292K | Buy |
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