Mariner Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-41,520
| Closed | -$252K | – | 95 |
|
|
2022
Q3 | $252K | Buy |
41,520
+12,622
| +44% | +$76.6K | 0.28% | 88 |
|
|
2022
Q2 | $190K | Buy |
28,898
+18,475
| +177% | +$121K | 0.2% | 134 |
|
|
2022
Q1 | $75K | Sell |
10,423
-877
| -8% | -$6.31K | 0.09% | 151 |
|
|
2021
Q4 | $96K | Buy |
+11,300
| New | +$96K | 0.04% | 164 |
|
|
2019
Q1 | – | Sell |
-38,041
| Closed | -$273K | – | 89 |
|
|
2018
Q4 | $273K | Buy |
+38,041
| New | +$273K | 0.38% | 78 |
|
|
2015
Q1 | – | Sell |
-102,000
| Closed | -$835K | – | 198 |
|
|
2014
Q4 | $835K | Buy |
+102,000
| New | +$835K | 0.14% | 132 |
|
|
2014
Q1 | – | Sell |
-77,100
| Closed | -$586K | – | 222 |
|
|
2013
Q4 | $586K | Buy |
+77,100
| New | +$586K | 0.09% | 144 |
|