Avior Wealth Management’s BNY Mellon Municipal Income DMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,295
| Closed | -$37.6K | – | 1156 |
|
|
2024
Q4 | $37.6K | Sell |
5,295
-2,055
| -28% | -$14.6K | ﹤0.01% | 1234 |
|
|
2024
Q3 | $53.7K | Sell |
7,350
-6,552
| -47% | -$47.9K | ﹤0.01% | 1091 |
|
|
2024
Q2 | $100K | Buy |
13,902
+398
| +3% | +$2.86K | ﹤0.01% | 860 |
|
|
2024
Q1 | $92.2K | Buy |
13,504
+7,048
| +109% | +$48.1K | ﹤0.01% | 998 |
|
|
2023
Q4 | $42K | Buy |
6,456
+49
| +0.8% | +$319 | ﹤0.01% | 760 |
|
|
2023
Q3 | $36.3K | Buy |
6,407
+46
| +0.7% | +$261 | ﹤0.01% | 830 |
|
|
2023
Q2 | $40K | Buy |
6,361
+45
| +0.7% | +$283 | ﹤0.01% | 813 |
|
|
2023
Q1 | $41K | Buy |
6,316
+62
| +1% | +$402 | ﹤0.01% | 824 |
|
|
2022
Q4 | $39.2K | Buy |
6,254
+762
| +14% | +$4.77K | ﹤0.01% | 660 |
|
|
2022
Q3 | $33K | Buy |
5,492
+64
| +1% | +$385 | ﹤0.01% | 665 |
|
|
2022
Q2 | $36K | Buy |
5,428
+264
| +5% | +$1.75K | ﹤0.01% | 616 |
|
|
2022
Q1 | $39K | Buy |
5,164
+53
| +1% | +$400 | ﹤0.01% | 630 |
|
|
2021
Q4 | $44K | Buy |
+5,111
| New | +$44K | ﹤0.01% | 602 |
|