Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8K | Sell |
1,446
-560
| -28% | -$3.1K | 0.01% | 414 |
|
|
2024
Q3 | $13K | Sell |
2,006
-18,057
| -90% | -$117K | 0.01% | 492 |
|
|
2024
Q2 | $123K | Sell |
20,063
-4,500
| -18% | -$27.6K | 0.01% | 462 |
|
|
2024
Q1 | $150K | Hold |
24,563
| – | – | 0.01% | 455 |
|
|
2023
Q4 | $144K | Hold |
24,563
| – | – | 0.01% | 440 |
|
|
2023
Q3 | $131K | Buy |
24,563
+7,000
| +40% | +$37.3K | 0.01% | 401 |
|
|
2023
Q2 | $109K | Buy |
17,563
+5,000
| +40% | +$31K | 0.01% | 421 |
|
|
2023
Q1 | $78K | Sell |
12,563
-1,699
| -12% | -$10.5K | 0.01% | 333 |
|
|
2022
Q4 | $87K | Buy |
+14,262
| New | +$87K | 0.01% | 365 |
|