Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,445
| Closed | -$84K | – | 707 |
|
|
2023
Q1 | $84K | Buy |
+13,445
| New | +$84K | 0.01% | 734 |
|
|
2021
Q2 | – | Sell |
-12,248
| Closed | -$108K | – | 1744 |
|
|
2021
Q1 | $108K | Buy |
12,248
+200
| +2% | +$1.76K | ﹤0.01% | 1335 |
|
|
2020
Q4 | $102K | Buy |
12,048
+152
| +1% | +$1.29K | ﹤0.01% | 1145 |
|
|
2020
Q3 | $98K | Buy |
11,896
+150
| +1% | +$1.24K | ﹤0.01% | 980 |
|
|
2020
Q2 | $91K | Buy |
11,746
+161
| +1% | +$1.25K | 0.01% | 990 |
|
|
2020
Q1 | $86K | Buy |
11,585
+606
| +6% | +$4.5K | 0.01% | 896 |
|
|
2019
Q4 | $93K | Buy |
10,979
+129
| +1% | +$1.09K | 0.01% | 942 |
|
|
2019
Q3 | $93K | Buy |
+10,850
| New | +$93K | 0.01% | 847 |
|
|
2019
Q1 | $84K | Buy |
+10,591
| New | +$84K | 0.01% | 548 |
|
|
2018
Q4 | – | Sell |
-12,507
| Closed | -$94K | – | 498 |
|
|
2018
Q3 | $94K | Buy |
12,507
+75
| +0.6% | +$564 | 0.01% | 354 |
|
|
2018
Q2 | $96K | Buy |
12,432
+68
| +0.5% | +$525 | 0.02% | 284 |
|
|
2018
Q1 | $94K | Buy |
12,364
+94
| +0.8% | +$715 | 0.02% | 265 |
|
|
2017
Q4 | $106K | Buy |
12,270
+48
| +0.4% | +$415 | 0.03% | 252 |
|
|
2017
Q3 | $106K | Buy |
12,222
+71
| +0.6% | +$616 | 0.03% | 248 |
|
|
2017
Q2 | $110K | Buy |
12,151
+68
| +0.6% | +$616 | 0.03% | 248 |
|
|
2017
Q1 | $106K | Buy |
12,083
+69
| +0.6% | +$605 | 0.03% | 247 |
|
|
2016
Q4 | $103K | Buy |
+12,014
| New | +$103K | 0.03% | 269 |
|