Blue Bell Private 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 | $731K | Buy |
130,450
+4,215
| +3% | +$23.6K | 0.12% | 103 |
|
|
2025
Q1 | $728K | Sell |
126,235
-5,286
| -4% | -$30.5K | 0.14% | 95 |
|
|
2024
Q4 | $764K | Buy |
131,521
+8,097
| +7% | +$47K | 0.15% | 89 |
|
|
2024
Q3 | $769K | Buy |
123,424
+82,019
| +198% | +$511K | 0.15% | 89 |
|
|
2024
Q2 | $246K | Buy |
41,405
+27,506
| +198% | +$163K | 0.05% | 176 |
|
|
2024
Q1 | $81.4K | Buy |
+13,899
| New | +$81.4K | 0.02% | 283 |
|