Briaud Financial Planning’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 | $4K | Hold |
874
| – | – | ﹤0.01% | 291 |
|
|
2025
Q1 | $5K | Hold |
874
| – | – | ﹤0.01% | 158 |
|
|
2024
Q4 | $5K | Hold |
874
| – | – | ﹤0.01% | 152 |
|
|
2024
Q3 | $5K | Hold |
874
| – | – | ﹤0.01% | 116 |
|
|
2024
Q2 | $5K | Hold |
874
| – | – | ﹤0.01% | 113 |
|
|
2024
Q1 | $6K | Buy |
+874
| New | +$6K | ﹤0.01% | 104 |
|
|
2023
Q4 | – | Sell |
-874
| Closed | -$4K | – | 60 |
|
|
2023
Q3 | $4K | Buy |
+874
| New | +$4K | ﹤0.01% | 120 |
|