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Western Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Western Wealth Management’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,381
Closed -$69.5K – 655
2022
Q4 		$69.5K Sell
11,381
-11,381
-50% -$69.6K 0.01% 598
2022
Q3 		$138K Buy
+22,762
New +$152K 0.01% 773

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CIA
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Bank of America
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSC
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UBS Group
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Western Wealth Management's LEO Position: Q1 2023 in Review

Western Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2023, closing a stake of 11,381 shares — an estimated $69.5K sold.

Western Wealth Management first reported a position in LEO in Q3 2022 and held it in 2 quarters. The position peaked at $138K in Q3 2022. 81 funds tracked by Wall St. Rank hold LEO as of Q1 2023.

  • Western Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q1 2023 after selling out during the quarter.
  • Western Wealth Management sold 11,381 BNY Mellon Strategic Municipals shares in Q1 2023, an estimated $69.5K.
  • Western Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q3 2022 and held it in 2 quarters.
  • Western Wealth Management's BNY Mellon Strategic Municipals position peaked at $138K in Q3 2022.
  • 81 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2023.

Based on Western Wealth Management's 13F filing for Q1 2023, filed 30 Aug 2023.