Next Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1872 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1945 |
|
|
2016
Q3 | – | Sell |
-15,313
| Closed | -$145K | – | 2398 |
|
|
2016
Q2 | $145K | Buy |
15,313
+1,029
| +7% | +$9.74K | 0.05% | 370 |
|
|
2016
Q1 | $128K | Buy |
14,284
+5,891
| +70% | +$52.8K | 0.05% | 366 |
|
|
2015
Q4 | $71K | Buy |
8,393
+127
| +2% | +$1.07K | 0.03% | 529 |
|
|
2015
Q3 | $67K | Buy |
8,266
+130
| +2% | +$1.05K | 0.02% | 544 |
|
|
2015
Q2 | $64K | Buy |
8,136
+128
| +2% | +$1.01K | 0.02% | 595 |
|
|
2015
Q1 | $67K | Buy |
+8,008
| New | +$67K | 0.02% | 582 |
|