TJHA
LEO

Thomas J. Herzfeld Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$520K Buy
2025
Q1 		$436K Buy
2024
Q4 		$297K Buy
2024
Q3 		$233K Buy
2019
Q1 		– Sell
2018
Q4 		$508K Buy
2018
Q3 		$225K Hold
2018
Q2 		$230K Hold
2018
Q1 		$231K Buy