XML Financial’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
Q1 | – | Sell |
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|
2024
Q4 | $60.4K | Sell |
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|
2024
Q3 | $67.1K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $87.9K | Sell |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $433K | Buy |
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|
2023
Q1 | $279K | Hold |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $72K | Hold |
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|
2021
Q4 | $85K | Hold |
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|
2021
Q3 | $87K | Buy |
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