Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
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2025
Q1 | $278K | Buy |
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|
2024
Q4 | $273K | Sell |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $481K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $814K | Sell |
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|
2022
Q2 | $927K | Buy |
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|
2022
Q1 | $945K | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $920K | Buy |
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|
2020
Q4 | $857K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $991K | Sell |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $997K | Sell |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $3.32M | Buy |
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|
2018
Q3 | $3.35M | Buy |
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|
2018
Q2 | $3.27M | Buy |
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|
2018
Q1 | $3.01M | Buy |
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|
2017
Q4 | $2.76M | Buy |
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|
2017
Q3 | $2.48M | Buy |
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|
2017
Q2 | $2.24M | Buy |
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|
2017
Q1 | $2.15M | Sell |
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|
2016
Q4 | $2.14M | Sell |
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|
2016
Q3 | $2.36M | Buy |
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|
2016
Q2 | $1.95M | Buy |
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|
2016
Q1 | $1.69M | Buy |
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|
2015
Q4 | $1.56M | Buy |
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|
2015
Q3 | $1.23M | Buy |
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|
2015
Q2 | $1.07M | Buy |
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|
2015
Q1 | $924K | Buy |
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|
2014
Q4 | $685K | Buy |
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|
2014
Q3 | $168K | Buy |
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