Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $177K | Sell |
20,400
-1,000
| -5% | -$8.68K | 0.01% | 849 |
|
|
2021
Q2 | $192K | Hold |
21,400
| – | – | 0.01% | 851 |
|
|
2021
Q1 | $183K | Sell |
21,400
-600
| -3% | -$5.13K | 0.01% | 782 |
|
|
2020
Q4 | $187K | Hold |
22,000
| – | – | 0.01% | 730 |
|
|
2020
Q3 | $183K | Sell |
22,000
-2,800
| -11% | -$23.3K | 0.02% | 673 |
|
|
2020
Q2 | $192K | Buy |
24,800
+1,250
| +5% | +$9.68K | 0.02% | 638 |
|
|
2020
Q1 | $175K | Buy |
23,550
+3,300
| +16% | +$24.5K | 0.02% | 578 |
|
|
2019
Q4 | $172K | Buy |
20,250
+134
| +0.7% | +$1.14K | 0.02% | 664 |
|
|
2019
Q3 | $173K | Sell |
20,116
-30,398
| -60% | -$261K | 0.02% | 634 |
|
|
2019
Q2 | $413K | Buy |
50,514
+28,648
| +131% | +$234K | 0.04% | 421 |
|
|
2019
Q1 | $173K | Sell |
21,866
-8,400
| -28% | -$66.5K | 0.02% | 640 |
|
|
2018
Q4 | $217K | Buy |
+30,266
| New | +$217K | 0.03% | 566 |
|