Wedbush Securities’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 | $133K | Hold |
22,389
| – | – | ﹤0.01% | 1093 |
|
|
2025
Q1 | $137K | Hold |
22,389
| – | – | 0.01% | 1044 |
|
|
2024
Q4 | $135K | Buy |
22,389
+3,000
| +15% | +$18.1K | ﹤0.01% | 1066 |
|
|
2024
Q3 | $126K | Hold |
19,389
| – | – | ﹤0.01% | 1043 |
|
|
2024
Q2 | $119K | Hold |
19,389
| – | – | ﹤0.01% | 1134 |
|
|
2024
Q1 | $118K | Sell |
19,389
-1,000
| -5% | -$6.09K | ﹤0.01% | 1167 |
|
|
2023
Q4 | $119K | Buy |
20,389
+6,000
| +42% | +$35K | 0.01% | 1027 |
|
|
2023
Q3 | $77K | Hold |
14,389
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q2 | $89K | Sell |
14,389
-75
| -0.5% | -$464 | ﹤0.01% | 1014 |
|
|
2023
Q1 | $90K | Hold |
14,464
| – | – | ﹤0.01% | 1017 |
|
|
2022
Q4 | $88K | Buy |
+14,464
| New | +$88K | ﹤0.01% | 996 |
|
|
2022
Q2 | – | Sell |
-18,662
| Closed | -$134K | – | 1135 |
|
|
2022
Q1 | $134K | Buy |
18,662
+73
| +0.4% | +$524 | 0.01% | 1036 |
|
|
2021
Q4 | $157K | Hold |
18,589
| – | – | 0.01% | 1086 |
|
|
2021
Q3 | $162K | Sell |
18,589
-9
| -0% | -$78 | 0.01% | 1088 |
|
|
2021
Q2 | $167K | Hold |
18,598
| – | – | 0.01% | 1086 |
|
|
2021
Q1 | $159K | Buy |
18,598
+5,889
| +46% | +$50.3K | 0.01% | 1012 |
|
|
2020
Q4 | $108K | Hold |
12,709
| – | – | 0.01% | 827 |
|
|
2020
Q3 | $105K | Sell |
12,709
-8,406
| -40% | -$69.4K | 0.01% | 825 |
|
|
2020
Q2 | $164K | Buy |
21,115
+1
| +0% | +$8 | 0.02% | 804 |
|
|
2020
Q1 | $157K | Buy |
21,114
+5,862
| +38% | +$43.6K | 0.02% | 725 |
|
|
2019
Q4 | $130K | Sell |
15,252
-3,713
| -20% | -$31.6K | 0.01% | 908 |
|
|
2019
Q3 | $163K | Buy |
18,965
+5,029
| +36% | +$43.2K | 0.02% | 855 |
|
|
2019
Q2 | $114K | Buy |
13,936
+29
| +0.2% | +$237 | 0.01% | 889 |
|
|
2019
Q1 | $110K | Buy |
13,907
+1,394
| +11% | +$11K | 0.01% | 844 |
|
|
2018
Q4 | $90K | Sell |
12,513
-33,476
| -73% | -$241K | 0.01% | 762 |
|
|
2018
Q3 | $345K | Buy |
45,989
+3,014
| +7% | +$22.6K | 0.04% | 529 |
|
|
2018
Q2 | $330K | Buy |
42,975
+3,500
| +9% | +$26.9K | 0.04% | 526 |
|
|
2018
Q1 | $304K | Buy |
+39,475
| New | +$304K | 0.04% | 522 |
|