Melfa Wealth Management’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	$379K	Buy	60,323 +25	+0%	+$160	0.22%	99
2025 Q4	$383K	Hold	60,298	–	–	0.22%	106
2025 Q3	$377K	Hold	60,298	–	–	0.22%	107
2025 Q2	$357K	Hold	60,298	–	–	0.23%	107
2025 Q1	$369K	Hold	60,298	–	–	0.25%	99
2024 Q4	$364K	Buy	60,298 +3,000	+5%	+$18.9K	0.24%	100
2024 Q3	$373K	Hold	57,298	–	–	0.25%	104
2024 Q2	$351K	Buy	57,298 +51	+0.1%	+$305	0.25%	102
2024 Q1	$349K	Sell	57,247 -3,124	-5%	-$18.7K	0.25%	99
2023 Q4	$354K	Buy	60,371 +10,751	+22%	+$59.1K	0.33%	74
2023 Q3	$264K	Sell	49,620 -2,090	-4%	-$12.2K	0.29%	81
2023 Q2	$322K	Buy	51,710 +13,548	+36%	+$83.4K	0.33%	76
2023 Q1	$238K	Buy	38,162 +15,408	+68%	+$97.3K	0.24%	98
2022 Q4	$139K	Buy	+22,754	New	+$139K	0.15%	117