Ackerman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Sell |
156,966
-15,020
| -9% | -$84.1K | 0.2% | 57 |
|
|
2025
Q1 | $992K | Buy |
171,986
+24,342
| +16% | +$140K | 0.26% | 47 |
|
|
2024
Q4 | $858K | Buy |
147,644
+30,362
| +26% | +$176K | 0.22% | 51 |
|
|
2024
Q3 | $731K | Buy |
117,282
+18,639
| +19% | +$116K | 0.19% | 54 |
|
|
2024
Q2 | $586K | Buy |
98,643
+20,001
| +25% | +$119K | 0.16% | 60 |
|
|
2024
Q1 | $461K | Sell |
78,642
-1,797
| -2% | -$10.5K | 0.13% | 74 |
|
|
2023
Q4 | $459K | Buy |
80,439
+16,775
| +26% | +$95.8K | 0.13% | 71 |
|
|
2023
Q3 | $316K | Buy |
+63,664
| New | +$316K | 0.09% | 74 |
|
|
2023
Q2 | – | Sell |
-46,664
| Closed | -$280K | – | 105 |
|
|
2023
Q1 | $280K | Sell |
46,664
-64,114
| -58% | -$385K | 0.07% | 82 |
|
|
2022
Q4 | $640K | Buy |
110,778
+41,010
| +59% | +$237K | 0.17% | 59 |
|
|
2022
Q3 | $395K | Buy |
69,768
+43,234
| +163% | +$245K | 0.11% | 69 |
|
|
2022
Q2 | $165K | Buy |
+26,534
| New | +$165K | 0.04% | 101 |
|
|
2021
Q3 | – | Sell |
-12,350
| Closed | -$102K | – | 119 |
|
|
2021
Q2 | $102K | Buy |
+12,350
| New | +$102K | 0.02% | 121 |
|
|
2020
Q4 | – | Sell |
-17,321
| Closed | -$126K | – | 126 |
|
|
2020
Q3 | $126K | Sell |
17,321
-4,179
| -19% | -$30.4K | 0.04% | 123 |
|
|
2020
Q2 | $156K | Sell |
21,500
-28,597
| -57% | -$207K | 0.05% | 119 |
|
|
2020
Q1 | $359K | Buy |
+50,097
| New | +$359K | 0.14% | 57 |
|
|
2019
Q2 | – | Sell |
-12,903
| Closed | -$100 | – | 164 |
|
|
2019
Q1 | $100 | Buy |
+12,903
| New | +$100 | ﹤0.01% | 159 |
|