AE Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $158K | Buy |
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|
2024
Q1 | $92.3K | Sell |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $724K | Buy |
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|
2022
Q4 | $683K | Buy |
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|
2022
Q3 | $633K | Buy |
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|
2022
Q2 | $694K | Buy |
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|
2022
Q1 | $785K | Buy |
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|
2021
Q4 | $154K | Buy |
|