United Capital Financial Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $105K | Hold |
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|
2017
Q2 | $106K | Hold |
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|
2017
Q1 | $102K | Hold |
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|
2016
Q4 | $100K | Hold |
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|
2016
Q3 | $111K | Hold |
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|
2016
Q2 | $119K | Hold |
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|
2016
Q1 | $107K | Sell |
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|
2015
Q4 | $109K | Hold |
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|
2015
Q3 | $104K | Buy |
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|
2015
Q2 | $87K | Buy |
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