Farmers & Merchants Investments Inc’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
Q4 | – | Sell |
-2,000
| Closed | -$19K | – | 804 |
|
|
2016
Q3 | $19K | Hold |
2,000
| – | – | ﹤0.01% | 390 |
|
|
2016
Q2 | $19K | Hold |
2,000
| – | – | ﹤0.01% | 372 |
|
|
2016
Q1 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 375 |
|
|
2015
Q4 | $17K | Hold |
2,000
| – | – | ﹤0.01% | 400 |
|
|
2015
Q3 | $16K | Hold |
2,000
| – | – | ﹤0.01% | 404 |
|
|
2015
Q2 | $16K | Hold |
2,000
| – | – | ﹤0.01% | 431 |
|
|
2015
Q1 | $17K | Sell |
2,000
-1,000
| -33% | -$8.5K | ﹤0.01% | 422 |
|
|
2014
Q4 | $25K | Buy |
3,000
+1,200
| +67% | +$10K | ﹤0.01% | 363 |
|
|
2014
Q3 | $15K | Hold |
1,800
| – | – | ﹤0.01% | 429 |
|
|
2014
Q2 | $15K | Hold |
1,800
| – | – | ﹤0.01% | 427 |
|
|
2014
Q1 | $15K | Hold |
1,800
| – | – | ﹤0.01% | 433 |
|
|
2013
Q4 | $14K | Hold |
1,800
| – | – | ﹤0.01% | 450 |
|
|
2013
Q3 | $14K | Hold |
1,800
| – | – | ﹤0.01% | 425 |
|
|
2013
Q2 | $15K | Buy |
+1,800
| New | +$15K | ﹤0.01% | 425 |
|