Croft-Leominster’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-10,237
| Closed | -$97K | – | 146 |
|
|
2016
Q2 | $97K | Buy |
+10,237
| New | +$97K | 0.02% | 157 |
|
|
2015
Q4 | – | Sell |
-10,237
| Closed | -$84K | – | 180 |
|
|
2015
Q3 | $84K | Hold |
10,237
| – | – | 0.02% | 172 |
|
|
2015
Q2 | $81K | Buy |
+10,237
| New | +$81K | 0.02% | 186 |
|
|
2015
Q1 | – | Sell |
-10,237
| Closed | -$84K | – | 191 |
|
|
2014
Q4 | $84K | Sell |
10,237
-2,963
| -22% | -$24.3K | 0.01% | 187 |
|
|
2014
Q3 | $110K | Buy |
+13,200
| New | +$110K | 0.02% | 192 |
|