NFG
LEO

Next Financial Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Next Financial Group’s Portfolio LEO Stock Details LEO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Hold
2017
Q2 		– Hold
2016
Q3 		– Sell
2016
Q2 		$145K Buy
2016
Q1 		$128K Buy
2015
Q4 		$71K Buy
2015
Q3 		$67K Buy
2015
Q2 		$64K Buy
2015
Q1 		$67K Buy