Sunflower Bank Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-27,500
| Closed | -$245K | – | 98 |
|
|
2017
Q2 | $245K | Hold |
27,500
| – | – | 0.08% | 90 |
|
|
2017
Q1 | $237K | Hold |
27,500
| – | – | 0.08% | 85 |
|
|
2016
Q4 | $231K | Hold |
27,500
| – | – | 0.08% | 84 |
|
|
2016
Q3 | $257K | Hold |
27,500
| – | – | 0.09% | 83 |
|
|
2016
Q2 | $261K | Hold |
27,500
| – | – | 0.09% | 82 |
|
|
2016
Q1 | $247K | Hold |
27,500
| – | – | 0.09% | 82 |
|
|
2015
Q4 | $235K | Hold |
27,500
| – | – | 0.08% | 83 |
|
|
2015
Q3 | $225K | Hold |
27,500
| – | – | 0.08% | 83 |
|
|
2015
Q2 | $217K | Hold |
27,500
| – | – | 0.07% | 90 |
|
|
2015
Q1 | $231K | Hold |
27,500
| – | – | 0.08% | 89 |
|
|
2014
Q4 | $225K | Hold |
27,500
| – | – | 0.07% | 94 |
|
|
2014
Q3 | $230K | Hold |
27,500
| – | – | 0.08% | 91 |
|
|
2014
Q2 | $232K | Hold |
27,500
| – | – | 0.09% | 90 |
|
|
2014
Q1 | $223K | Hold |
27,500
| – | – | 0.11% | 91 |
|
|
2013
Q4 | $209K | Hold |
27,500
| – | – | 0.11% | 91 |
|
|
2013
Q3 | $221K | Hold |
27,500
| – | – | 0.12% | 81 |
|
|
2013
Q2 | $237K | Buy |
+27,500
| New | +$237K | 0.13% | 77 |
|