Yellowstone Partners’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 | $207K | Hold |
24,016
| – | – | 0.12% | 156 |
|
|
2017
Q3 | $211K | Buy |
+24,016
| New | +$211K | 0.11% | 169 |
|
|
2016
Q3 | $225K | Hold |
24,016
| – | – | 0.08% | 198 |
|
|
2016
Q2 | $228K | Hold |
24,016
| – | – | 0.1% | 171 |
|
|
2016
Q1 | $215K | Hold |
24,016
| – | – | 0.09% | 180 |
|
|
2015
Q4 | $205K | Hold |
24,016
| – | – | 0.09% | 178 |
|
|
2015
Q3 | $196K | Hold |
24,016
| – | – | 0.09% | 183 |
|
|
2015
Q2 | $190K | Hold |
24,016
| – | – | 0.09% | 190 |
|
|
2015
Q1 | $201K | Hold |
24,016
| – | – | 0.1% | 173 |
|
|
2014
Q4 | $197K | Hold |
24,016
| – | – | 0.11% | 174 |
|
|
2014
Q3 | $201K | Hold |
24,016
| – | – | 0.11% | 164 |
|
|
2014
Q2 | $203K | Hold |
24,016
| – | – | 0.12% | 158 |
|
|
2014
Q1 | $195K | Hold |
24,016
| – | – | 0.12% | 154 |
|
|
2013
Q4 | $183K | Buy |
+24,016
| New | +$183K | 0.12% | 152 |
|