MWM
DMF

Melfa Wealth Management’s BNY Mellon Municipal Income DMF Stock Holding History

Melfa Wealth Management’s Portfolio DMF Stock Details DMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% -$3.63K 0.24% 102
2024
Q3 		$373K Hold
51,070
– – 0.25% 103
2024
Q2 		$367K Sell
51,070
-356
-0.7% -$2.42K 0.26% 99
2024
Q1 		$351K Buy
51,426
+11,781
+30% +$78.1K 0.25% 97
2023
Q4 		$258K Buy
39,645
+68
+0.2% +$407 0.24% 88
2023
Q3 		$224K Buy
39,577
+3,463
+10% +$21.4K 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% +$378 0.23% 99
2022
Q4 		$225K Buy
+36,007
New +$223K 0.24% 96

Other funds holding DMF

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Melfa Wealth Management's DMF Position: Q2 2025 in Review

Melfa Wealth Management sold out of BNY Mellon Municipal Income (DMF) in Q2 2025, closing a stake of 47,570 shares — an estimated $342K sold.

Melfa Wealth Management first reported a position in DMF in Q4 2022 and held it in 10 quarters. The position peaked at $373K in Q3 2024. 1 fund tracked by Wall St. Rank holds DMF as of Q2 2025.

  • Melfa Wealth Management reported no remaining BNY Mellon Municipal Income position as of Q2 2025 after selling out during the quarter.
  • Melfa Wealth Management sold 47,570 BNY Mellon Municipal Income shares in Q2 2025, an estimated $342K.
  • Melfa Wealth Management first reported a position in BNY Mellon Municipal Income in Q4 2022 and held it in 10 quarters.
  • Melfa Wealth Management's BNY Mellon Municipal Income position peaked at $373K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2025.

Based on Melfa Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.