MWM
DMF
Melfa Wealth Management’s BNY Mellon Municipal Income DMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-47,570
| Closed | -$342K | – | 201 |
|
|
2025
Q1 | $342K | Sell |
47,570
-3,000
| -6% | -$21.5K | 0.23% | 106 |
|
|
2024
Q4 | $359K | Sell |
50,570
-500
| -1% | -$3.55K | 0.24% | 102 |
|
|
2024
Q3 | $373K | Hold |
51,070
| – | – | 0.25% | 103 |
|
|
2024
Q2 | $367K | Sell |
51,070
-356
| -0.7% | -$2.56K | 0.26% | 99 |
|
|
2024
Q1 | $351K | Buy |
51,426
+11,781
| +30% | +$80.5K | 0.25% | 97 |
|
|
2023
Q4 | $258K | Buy |
39,645
+68
| +0.2% | +$442 | 0.24% | 88 |
|
|
2023
Q3 | $224K | Buy |
39,577
+3,463
| +10% | +$19.6K | 0.24% | 96 |
|
|
2023
Q2 | $227K | Buy |
36,114
+48
| +0.1% | +$302 | 0.23% | 98 |
|
|
2023
Q1 | $234K | Buy |
36,066
+59
| +0.2% | +$383 | 0.23% | 99 |
|
|
2022
Q4 | $225K | Buy |
+36,007
| New | +$225K | 0.24% | 96 |
|