BWM
DMF

Bernard Wealth Management’s BNY Mellon Municipal Income DMF Stock Holding History

Bernard Wealth Management’s Portfolio DMF Stock Details DMF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,458
Closed -$17.6K – 331
2025
Q1 		$17.6K Buy
2,458
+20
+0.8% +$144 0.01% 194
2024
Q4 		$17.3K Buy
+2,438
New +$17.3K 0.01% 190