Harris Stayce D. has demonstrated a clear buying bias across 42 reported transactions involving 10 companies, with total purchases exceeding $107,800 against minimal sales of just $722.19. The most recent activity on February 23, 2026, involved multiple small-value transactions coded "J" — typically representing acquisitions through dividend reinvestment or other non-market mechanisms — across several funds including BKN ($133.64), MVT ($127.29), MUA ($102.25), BTA ($108.54 twice), MQT ($119.37), and MYD ($124.81). Earlier that month, similar zero-dollar "J" coded transactions occurred for funds like MUE, BLE, BYM, BFK, and BFZ, suggesting routine position adjustments rather than discretionary trades.
The only material market purchases occurred on January 2, 2026, with two notable "A" coded acquisitions: $8,594.52 in BLW and $5,016.72 in CII. These transactions, along with the absence of any recent sales, reinforce Harris's long-term accumulation strategy focused primarily on closed-end funds and investment trusts. The pattern indicates a preference for building positions through both direct purchases and automated reinvestments, with no evidence of profit-taking or portfolio rebalancing through sales in the reported period. The activity spans multiple BlackRock-managed municipal and equity funds, though no single holding dominates the transaction history.
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