WAM
LEO
Worth Asset Management’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 503 |
|
|
2023
Q1 | – | Sell |
-85,504
| Closed | -$522K | – | 510 |
|
|
2022
Q4 | $522K | Hold |
85,504
| – | – | 0.36% | 39 |
|
|
2022
Q3 | $520K | Sell |
85,504
-14,283
| -14% | -$86.9K | 0.38% | 26 |
|
|
2022
Q2 | $657K | Hold |
99,787
| – | – | 0.45% | 36 |
|
|
2022
Q1 | $671K | Buy |
+99,787
| New | +$671K | 0.44% | 35 |
|