6 Meridian’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-44,105
| Closed | -$352K | – | 414 |
|
2021
Q3 | $352K | Sell |
44,105
-1,404
| -3% | -$11.2K | 0.03% | 215 |
|
2021
Q2 | $375K | Sell |
45,509
-5,306
| -10% | -$43.7K | 0.03% | 207 |
|
2021
Q1 | $398K | Sell |
50,815
-429
| -0.8% | -$3.36K | 0.03% | 194 |
|
2020
Q4 | $403K | Buy |
51,244
+533
| +1% | +$4.19K | 0.04% | 168 |
|
2020
Q3 | $370K | Buy |
+50,711
| New | +$370K | 0.04% | 166 |
|