Ackerman Capital 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
2026 Q1	$713K	Sell	113,340 -43,577	-28%	-$279K	0.15%	61
2025 Q4	$998K	Sell	156,917 -68,344	-30%	-$429K	0.2%	50
2025 Q3	$1.41M	Sell	225,261 -32,041	-12%	-$191K	0.29%	42
2025 Q2	$1.52M	Sell	257,302 -39,420	-13%	-$231K	0.35%	39
2025 Q1	$1.82M	Sell	296,722 -20,499	-6%	-$127K	0.48%	31
2024 Q4	$1.92M	Buy	317,221 +69,719	+28%	+$440K	0.5%	31
2024 Q3	$1.61M	Sell	247,502 -3,675	-1%	-$23.3K	0.42%	32
2024 Q2	$1.54M	Buy	251,177 +11,944	+5%	+$71.5K	0.41%	33
2024 Q1	$1.46M	Sell	239,233 -1,604	-0.7%	-$9.59K	0.4%	36
2023 Q4	$1.41M	Buy	240,837 +151,514	+170%	+$833K	0.4%	40
2023 Q3	$476K	Buy	89,323 +40,475	+83%	+$236K	0.13%	62
2023 Q2	$304K	Buy	+48,848	New	+$301K	0.08%	82
2023 Q1	–	Sell	-70,398	Closed	-$430K	–	114
2022 Q4	$430K	Buy	+70,398	New	+$431K	0.12%	69
2022 Q3	–	Sell	-64,506	Closed	-$424K	–	104
2022 Q2	$424K	Sell	64,506 -179,034	-74%	-$1.21M	0.11%	68
2022 Q1	$1.75M	Buy	243,540 +20,749	+9%	+$159K	0.41%	35
2021 Q4	$1.89M	Buy	222,791 +169,588	+319%	+$1.44M	0.43%	35
2021 Q3	$463K	Buy	+53,203	New	+$486K	0.11%	68
2021 Q1	–	Sell	-72,349	Closed	-$614K	–	136
2020 Q4	$614K	Buy	+72,349	New	+$603K	0.16%	58
2020 Q2	–	Sell	-18,901	Closed	-$141K	–	135
2020 Q1	$141K	Buy	+18,901	New	+$158K	0.05%	88
2019 Q3	–	Sell	-32,478	Closed	-$265	–	157
2019 Q2	$265	Sell	32,478 -89,545	-73%	-$724K	﹤0.01%	140
2019 Q1	$963	Buy	+122,023	New	+$939K	0.01%	82