WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-10,238
| Closed | -$86K | – | 1733 |
|
|
2015
Q1 | $86K | Sell |
10,238
-6,167
| -38% | -$51.8K | 0.02% | 577 |
|
|
2014
Q4 | $134K | Buy |
16,405
+900
| +6% | +$7.35K | 0.03% | 553 |
|
|
2014
Q3 | $130K | Hold |
15,505
| – | – | 0.02% | 572 |
|
|
2014
Q2 | $131K | Hold |
15,505
| – | – | 0.02% | 566 |
|
|
2014
Q1 | $126K | Hold |
15,505
| – | – | 0.03% | 561 |
|
|
2013
Q4 | $118K | Hold |
15,505
| – | – | 0.02% | 684 |
|
|
2013
Q3 | $124K | Buy |
15,505
+9,238
| +147% | +$73.9K | 0.02% | 635 |
|
|
2013
Q2 | $54K | Buy |
+6,267
| New | +$54K | 0.01% | 855 |
|