Telemus Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,600
| Closed | -$124K | – | 368 |
|
|
2021
Q4 | $124K | Sell |
14,600
-9,750
| -40% | -$82.8K | 0.01% | 369 |
|
|
2021
Q3 | $212K | Hold |
24,350
| – | – | 0.02% | 328 |
|
|
2021
Q2 | $218K | Hold |
24,350
| – | – | 0.02% | 325 |
|
|
2021
Q1 | $208K | Buy |
24,350
+9,750
| +67% | +$83.3K | 0.01% | 371 |
|
|
2020
Q4 | $124K | Buy |
+14,600
| New | +$124K | 0.01% | 369 |
|