Founders Capital Management (Texas)’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 |
-750
| Closed | -$6K | – | 345 |
|
2018
Q3 | $6K | Hold |
750
| – | – | ﹤0.01% | 271 |
|
2018
Q2 | $6K | Hold |
750
| – | – | 0.01% | 277 |
|
2018
Q1 | $6K | Hold |
750
| – | – | 0.01% | 312 |
|
2017
Q4 | $6K | Hold |
750
| – | – | 0.01% | 307 |
|
2017
Q3 | $7K | Hold |
750
| – | – | 0.01% | 299 |
|
2017
Q2 | $7K | Hold |
750
| – | – | 0.01% | 306 |
|
2017
Q1 | $6K | Buy |
+750
| New | +$6K | 0.01% | 335 |
|