Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,553
| Closed | -$52.4K | – | 1596 |
|
|
2023
Q3 | $52.4K | Hold |
10,553
| – | – | ﹤0.01% | 1511 |
|
|
2023
Q2 | $60.2K | Hold |
10,553
| – | – | ﹤0.01% | 1466 |
|
|
2023
Q1 | $63.4K | Hold |
10,553
| – | – | ﹤0.01% | 1441 |
|
|
2022
Q4 | $61K | Sell |
10,553
-510
| -5% | -$2.95K | ﹤0.01% | 1378 |
|
|
2022
Q3 | $63K | Hold |
11,063
| – | – | ﹤0.01% | 1294 |
|
|
2022
Q2 | $69K | Hold |
11,063
| – | – | ﹤0.01% | 1266 |
|
|
2022
Q1 | $79K | Hold |
11,063
| – | – | ﹤0.01% | 1248 |
|
|
2021
Q4 | $92K | Hold |
11,063
| – | – | ﹤0.01% | 1214 |
|
|
2021
Q3 | $88K | Buy |
11,063
+510
| +5% | +$4.06K | ﹤0.01% | 1152 |
|
|
2021
Q2 | $87K | Hold |
10,553
| – | – | ﹤0.01% | 1118 |
|
|
2021
Q1 | $83K | Hold |
10,553
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q4 | $83K | Sell |
10,553
-7,550
| -42% | -$59.4K | ﹤0.01% | 914 |
|
|
2020
Q3 | $132K | Buy |
+18,103
| New | +$132K | ﹤0.01% | 1278 |
|
|
2020
Q2 | – | Sell |
-10,553
| Closed | -$76K | – | 859 |
|
|
2020
Q1 | $76K | Hold |
10,553
| – | – | ﹤0.01% | 768 |
|
|
2019
Q4 | $84K | Hold |
10,553
| – | – | ﹤0.01% | 803 |
|
|
2019
Q3 | $89K | Buy |
+10,553
| New | +$89K | ﹤0.01% | 555 |
|