Thomas J. Herzfeld 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 | – | Sell |
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|
2025
Q4 | $600K | Buy |
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|
2025
Q3 | $585K | Buy |
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|
2025
Q2 | $520K | Buy |
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|
2025
Q1 | $436K | Buy |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $233K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $508K | Buy |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $230K | Hold |
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|
2018
Q1 | $231K | Buy |
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