AO
DSM
Advisor OS’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Sell |
21,541
-3,389
| -14% | -$19K | 0.01% | 443 |
|
|
2025
Q1 | $144K | Buy |
24,930
+1,553
| +7% | +$8.96K | 0.02% | 417 |
|
|
2024
Q4 | $136K | Buy |
23,377
+273
| +1% | +$1.59K | 0.02% | 402 |
|
|
2024
Q3 | $144K | Buy |
23,104
+2,138
| +10% | +$13.3K | 0.01% | 400 |
|
|
2024
Q2 | $125K | Buy |
20,966
+1,955
| +10% | +$11.6K | 0.01% | 382 |
|
|
2024
Q1 | $111K | Buy |
19,011
+470
| +3% | +$2.75K | 0.01% | 382 |
|
|
2023
Q4 | $106K | Buy |
18,541
+115
| +0.6% | +$657 | 0.01% | 337 |
|
|
2023
Q3 | $91.6K | Buy |
18,426
+6,663
| +57% | +$33.1K | 0.01% | 284 |
|
|
2023
Q2 | $67.1K | Buy |
11,763
+179
| +2% | +$1.02K | 0.01% | 297 |
|
|
2023
Q1 | $69.6K | Buy |
11,584
+48
| +0.4% | +$288 | 0.02% | 240 |
|
|
2022
Q4 | $66.7K | Buy |
11,536
+177
| +2% | +$1.02K | 0.02% | 213 |
|
|
2022
Q3 | $64K | Buy |
+11,359
| New | +$64K | 0.02% | 199 |
|
|
2021
Q2 | – | Sell |
-11,899
| Closed | -$93K | – | 226 |
|
|
2021
Q1 | $93K | Buy |
+11,899
| New | +$93K | 0.02% | 196 |
|