Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-46,581
| Closed | -$269K | – | 712 |
|
|
2025
Q1 | $269K | Buy |
46,581
+11,699
| +34% | +$67.5K | 0.01% | 578 |
|
|
2024
Q4 | $203K | Sell |
34,882
-376
| -1% | -$2.19K | 0.01% | 697 |
|
|
2024
Q3 | $220K | Buy |
35,258
+7,027
| +25% | +$43.8K | 0.01% | 669 |
|
|
2024
Q2 | $168K | Buy |
28,231
+4,326
| +18% | +$25.7K | 0.01% | 717 |
|
|
2024
Q1 | $140K | Buy |
23,905
+21,580
| +928% | +$126K | 0.01% | 822 |
|
|
2023
Q4 | $13.3K | Hold |
2,325
| – | – | ﹤0.01% | 946 |
|
|
2023
Q3 | $11.6K | Buy |
+2,325
| New | +$11.6K | ﹤0.01% | 1020 |
|