BWA
DSM
BDO Wealth Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,064
| Closed | -$23K | – | 1029 |
|
|
2022
Q3 | $23K | Hold |
4,064
| – | – | ﹤0.01% | 540 |
|
|
2022
Q2 | $25K | Hold |
4,064
| – | – | ﹤0.01% | 521 |
|
|
2022
Q1 | $29K | Sell |
4,064
-7,777
| -66% | -$55.5K | ﹤0.01% | 526 |
|
|
2021
Q4 | $99K | Hold |
11,841
| – | – | 0.01% | 351 |
|
|
2021
Q3 | $94K | Buy |
+11,841
| New | +$94K | 0.01% | 361 |
|
|
2021
Q2 | – | Sell |
-11,841
| Closed | -$93K | – | 375 |
|
|
2021
Q1 | $93K | Buy |
+11,841
| New | +$93K | 0.01% | 363 |
|