MIM
LEO
Macroview Investment Management’s BNY Mellon Strategic Municipals LEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-933
| Closed | -$7K | – | 352 |
|
|
2020
Q1 | $7K | Sell |
933
-3,720
| -80% | -$27.9K | 0.02% | 133 |
|
|
2019
Q4 | $40K | Hold |
4,653
| – | – | 0.08% | 78 |
|
|
2019
Q3 | $40K | Hold |
4,653
| – | – | 0.09% | 76 |
|
|
2019
Q2 | $38K | Hold |
4,653
| – | – | 0.1% | 79 |
|
|
2019
Q1 | $37K | Sell |
4,653
-570
| -11% | -$4.53K | 0.09% | 82 |
|
|
2018
Q4 | $38K | Sell |
5,223
-700
| -12% | -$5.09K | 0.12% | 79 |
|
|
2018
Q3 | $44K | Hold |
5,923
| – | – | 0.14% | 72 |
|
|
2018
Q2 | $45K | Hold |
5,923
| – | – | 0.16% | 64 |
|
|
2018
Q1 | $46K | Sell |
5,923
-8,650
| -59% | -$67.2K | 0.16% | 60 |
|
|
2017
Q4 | $126K | Sell |
14,573
-1,485
| -9% | -$12.8K | 0.6% | 19 |
|
|
2017
Q3 | $141K | Sell |
16,058
-2,780
| -15% | -$24.4K | 0.7% | 15 |
|
|
2017
Q2 | $168K | Sell |
18,838
-13,245
| -41% | -$118K | 0.91% | 13 |
|
|
2017
Q1 | $276K | Sell |
32,083
-8,600
| -21% | -$74K | 1.59% | 10 |
|
|
2016
Q4 | $342K | Sell |
40,683
-10,030
| -20% | -$84.3K | 1.87% | 13 |
|
|
2016
Q3 | $474K | Sell |
50,713
-23,503
| -32% | -$220K | 2.11% | 13 |
|
|
2016
Q2 | $705K | Sell |
74,216
-14,815
| -17% | -$141K | 3.12% | 9 |
|
|
2016
Q1 | $799K | Sell |
89,031
-28,675
| -24% | -$257K | 3.46% | 9 |
|
|
2015
Q4 | $1.01M | Sell |
117,706
-74,360
| -39% | -$635K | 3.21% | 13 |
|
|
2015
Q3 | $1.57M | Sell |
192,066
-45,890
| -19% | -$375K | 2.87% | 15 |
|
|
2015
Q2 | $1.88M | Buy |
237,956
+5,186
| +2% | +$41K | 2.13% | 19 |
|
|
2015
Q1 | $1.95M | Buy |
+232,770
| New | +$1.95M | 1.82% | 27 |
|