Doliver Advisors’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
Q3 | – | Sell |
-13,447
| Closed | -$103K | – | 253 |
|
|
2018
Q2 | $103K | Sell |
13,447
-4,188
| -24% | -$32.1K | 0.04% | 293 |
|
|
2018
Q1 | $136K | Buy |
+17,635
| New | +$136K | 0.06% | 292 |
|
|
2017
Q4 | – | Sell |
-16,831
| Closed | -$148K | – | 315 |
|
|
2017
Q3 | $148K | Buy |
+16,831
| New | +$148K | 0.07% | 232 |
|
|
2017
Q2 | – | Sell |
-13,275
| Closed | -$114K | – | 277 |
|
|
2017
Q1 | $114K | Buy |
+13,275
| New | +$114K | 0.09% | 214 |
|
|
2015
Q3 | – | Sell |
-12,501
| Closed | -$99K | – | 232 |
|
|
2015
Q2 | $99K | Sell |
12,501
-5,459
| -30% | -$43.2K | 0.07% | 269 |
|
|
2015
Q1 | $151K | Sell |
17,960
-4,373
| -20% | -$36.8K | 0.1% | 226 |
|
|
2014
Q4 | $182K | Buy |
+22,333
| New | +$182K | 0.13% | 186 |
|
|
2013
Q3 | – | Sell |
-13,328
| Closed | -$115K | – | 358 |
|
|
2013
Q2 | $115K | Buy |
+13,328
| New | +$115K | 0.07% | 323 |
|