United Capital Financial Advisors’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
Q4 | – | Sell |
-11,893
| Closed | -$105K | – | 1336 |
|
|
2017
Q3 | $105K | Hold |
11,893
| – | – | ﹤0.01% | 1275 |
|
|
2017
Q2 | $106K | Hold |
11,893
| – | – | ﹤0.01% | 1241 |
|
|
2017
Q1 | $102K | Hold |
11,893
| – | – | ﹤0.01% | 1216 |
|
|
2016
Q4 | $100K | Hold |
11,893
| – | – | ﹤0.01% | 1226 |
|
|
2016
Q3 | $111K | Hold |
11,893
| – | – | ﹤0.01% | 1229 |
|
|
2016
Q2 | $119K | Hold |
11,893
| – | – | ﹤0.01% | 1209 |
|
|
2016
Q1 | $107K | Sell |
11,893
-833
| -7% | -$7.49K | ﹤0.01% | 1177 |
|
|
2015
Q4 | $109K | Hold |
12,726
| – | – | ﹤0.01% | 1170 |
|
|
2015
Q3 | $104K | Buy |
12,726
+1,667
| +15% | +$13.6K | ﹤0.01% | 1207 |
|
|
2015
Q2 | $87K | Buy |
+11,059
| New | +$87K | ﹤0.01% | 1232 |
|