JPMorgan Chase & Co’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,220
| Closed | -$8K | – | 6156 |
|
2023
Q1 | $8K | Sell |
1,220
-5,564
| -82% | -$36.5K | ﹤0.01% | 5316 |
|
2022
Q4 | $41K | Buy |
+6,784
| New | +$41K | ﹤0.01% | 4799 |
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 4747 |
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4802 |
|
2018
Q1 | – | Sell |
-3,000
| Closed | -$26K | – | 4742 |
|
2017
Q4 | $26K | Hold |
3,000
| – | – | ﹤0.01% | 4332 |
|
2017
Q3 | $26K | Hold |
3,000
| – | – | ﹤0.01% | 3932 |
|
2017
Q2 | $27K | Hold |
3,000
| – | – | ﹤0.01% | 3868 |
|
2017
Q1 | $26K | Hold |
3,000
| – | – | ﹤0.01% | 4066 |
|
2016
Q4 | $25K | Hold |
3,000
| – | – | ﹤0.01% | 4134 |
|
2016
Q3 | $28K | Hold |
3,000
| – | – | ﹤0.01% | 3693 |
|
2016
Q2 | $29K | Hold |
3,000
| – | – | ﹤0.01% | 3649 |
|
2016
Q1 | $27K | Hold |
3,000
| – | – | ﹤0.01% | 3541 |
|
2015
Q4 | $26K | Buy |
+3,000
| New | +$26K | ﹤0.01% | 3469 |
|