Camelot Portfolios’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 | $234K | Buy |
41,854
+2,894
| +7% | +$16.2K | 0.14% | 172 |
|
|
2025
Q1 | $225K | Buy |
38,960
+13,088
| +51% | +$75.5K | 0.14% | 177 |
|
|
2024
Q4 | $150K | Sell |
25,872
-629
| -2% | -$3.66K | 0.16% | 123 |
|
|
2024
Q3 | $165K | Sell |
26,501
-12,293
| -32% | -$76.6K | 0.16% | 124 |
|
|
2024
Q2 | $230K | Buy |
38,794
+12,045
| +45% | +$71.5K | 0.13% | 162 |
|
|
2024
Q1 | $157K | Sell |
26,749
-16,388
| -38% | -$96K | 0.15% | 125 |
|
|
2023
Q4 | $246K | Buy |
43,137
+13,100
| +44% | +$74.8K | 0.15% | 162 |
|
|
2023
Q3 | $149K | Sell |
30,037
-12,465
| -29% | -$62K | 0.14% | 124 |
|
|
2023
Q2 | $242K | Sell |
42,502
-1,449
| -3% | -$8.26K | 0.15% | 155 |
|
|
2023
Q1 | $264K | Buy |
43,951
+4,218
| +11% | +$25.4K | 0.18% | 141 |
|
|
2022
Q4 | $230K | Buy |
+39,733
| New | +$230K | 0.17% | 146 |
|