Accel Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,038
| Closed | -$24.3K | – | 349 |
|
|
2023
Q1 | $24.3K | Hold |
4,038
| – | – | 0.01% | 654 |
|
|
2022
Q4 | $23.3K | Hold |
4,038
| – | – | 0.01% | 509 |
|
|
2022
Q3 | $23K | Hold |
4,038
| – | – | 0.01% | 518 |
|
|
2022
Q2 | $26K | Hold |
4,038
| – | – | 0.01% | 475 |
|
|
2022
Q1 | $28K | Hold |
4,038
| – | – | 0.01% | 482 |
|
|
2021
Q4 | $34K | Hold |
4,038
| – | – | 0.02% | 453 |
|
|
2021
Q3 | $32K | Hold |
4,038
| – | – | 0.02% | 405 |
|
|
2021
Q2 | $33K | Hold |
4,038
| – | – | 0.02% | 419 |
|
|
2021
Q1 | $32K | Hold |
4,038
| – | – | 0.03% | 399 |
|
|
2020
Q4 | $32K | Buy |
+4,038
| New | +$32K | 0.03% | 392 |
|