Brookstone Capital 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-16,000
| Closed | -$91.9K | – | 841 |
|
2023
Q2 | $91.9K | Hold |
16,000
| – | – | ﹤0.01% | 803 |
|
2023
Q1 | $93.9K | Buy |
+16,000
| New | +$93.9K | ﹤0.01% | 807 |
|
2022
Q3 | – | Sell |
-12,077
| Closed | -$78K | – | 789 |
|
2022
Q2 | $78K | Buy |
12,077
+1,531
| +15% | +$9.89K | ﹤0.01% | 742 |
|
2022
Q1 | $73K | Buy |
+10,546
| New | +$73K | ﹤0.01% | 757 |
|