Stifel Financial’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
Q1 | – | Sell |
-16,073
| Closed | -$137K | – | 3254 |
|
|
2020
Q4 | $137K | Buy |
16,073
+325
| +2% | +$2.77K | ﹤0.01% | 2902 |
|
|
2020
Q3 | $130K | Hold |
15,748
| – | – | ﹤0.01% | 2714 |
|
|
2020
Q2 | $123K | Hold |
15,748
| – | – | ﹤0.01% | 2688 |
|
|
2020
Q1 | $117K | Buy |
15,748
+2,900
| +23% | +$21.5K | ﹤0.01% | 2563 |
|
|
2019
Q4 | $110K | Buy |
12,848
+1,400
| +12% | +$12K | ﹤0.01% | 2884 |
|
|
2019
Q3 | $99K | Sell |
11,448
-2,875
| -20% | -$24.9K | ﹤0.01% | 2765 |
|
|
2019
Q2 | $116K | Buy |
+14,323
| New | +$116K | ﹤0.01% | 2812 |
|
|
2017
Q2 | – | Sell |
-11,905
| Closed | -$104K | – | 2593 |
|
|
2017
Q1 | $104K | Buy |
+11,905
| New | +$104K | ﹤0.01% | 2427 |
|