Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-250
| Closed | -$1K | – | 1339 |
|
|
2018
Q3 | $1K | Hold |
250
| – | – | ﹤0.01% | 1250 |
|
|
2018
Q2 | $1K | Hold |
250
| – | – | ﹤0.01% | 1214 |
|
|
2018
Q1 | $1K | Hold |
250
| – | – | ﹤0.01% | 1200 |
|
|
2017
Q4 | $2K | Hold |
250
| – | – | ﹤0.01% | 1131 |
|
|
2017
Q3 | $2K | Hold |
250
| – | – | ﹤0.01% | 1105 |
|
|
2017
Q2 | $2K | Hold |
250
| – | – | ﹤0.01% | 1096 |
|
|
2017
Q1 | $2K | Hold |
250
| – | – | ﹤0.01% | 1094 |
|
|
2016
Q4 | $2K | Buy |
+250
| New | +$2K | ﹤0.01% | 1048 |
|