Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 37 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | 17,916 | reported | 24 Mar 2023 | tx 30+22,433−7,947 |
| BNY MELLON STRATEGIC MUNICIPALS, INC. | 8,896 | reported | 22 Aug 2022 | tx 25+12,085−12,085 |
| MORGAN STANLEY MUNICIPAL INCOME OPPORTUNITIES TRUST | 1,116 | reported | 09 Jul 2019 | tx 30+3,836−2,720 |
| Nuveen Municipal Credit Opportunities Fund | 635 | reported | 30 Sept 2020 | tx 30+1,135−817 |
| BlackRock Long-Term Municipal Advantage Trust | 400 | reported | 27 Jul 2016 | tx 30+3,006−2,606 |
| NEUBERGER BERMAN INTERMEDIATE MUNICIPAL FUND INC | 104 | reported | 08 Dec 2016 | tx 30+6,755−6,755 |
| AgEagle Aerial Systems Inc. | 2 | reported | 28 Oct 2024 | tx 1−102,185 |
| PIMCO NEW YORK MUNICIPAL INCOME FUND II | 0 | reported | 26 Aug 2019 | tx 4+5,370−5,370 |
| BLACKROCK NEW YORK MUNICIPAL INCOME TRUST | 0 | reported | 21 Dec 2022 | tx 36+7,050−7,050 |
| Crescera Capital Acquisition Corp. | 0 | reported | 22 May 2023 | tx 1−50,400 |
2 purchases reported after at least 12 months of silence — most recent on 14 Dec 2017.