B. Riley Wealth Advisors’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $227K | Buy |
+22,260
| New | +$227K | 0.01% | 806 |
|
2024
Q4 | $231K | Sell |
22,260
-500
| -2% | -$5.19K | 0.01% | 973 |
|
2024
Q3 | $255K | Sell |
22,760
-2,700
| -11% | -$30.2K | 0.01% | 1033 |
|
2024
Q2 | $270K | Buy |
25,460
+7,800
| +44% | +$82.8K | 0.01% | 1080 |
|
2024
Q1 | $176K | Buy |
17,660
+700
| +4% | +$6.97K | ﹤0.01% | 1295 |
|
2023
Q4 | $175K | Sell |
16,960
-700
| -4% | -$7.24K | ﹤0.01% | 1280 |
|
2023
Q3 | $176K | Buy |
17,660
+4,670
| +36% | +$46.5K | ﹤0.01% | 1295 |
|
2023
Q2 | $140K | Buy |
+12,990
| New | +$140K | ﹤0.01% | 1394 |
|