Capital Investment Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.65M | Sell |
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|
2025
Q2 | $1.57M | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.96M | Buy |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $1.73M | Buy |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.66M | Hold |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $1.62M | Buy |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.5M | Sell |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.39M | Buy |
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|
2020
Q1 | $1.37M | Buy |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.51M | Sell |
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|
2019
Q2 | $1.43M | Buy |
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|
2019
Q1 | $1.38M | Buy |
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|
2018
Q4 | $969K | Buy |
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|
2018
Q3 | $576K | Buy |
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|
2018
Q2 | $370K | Buy |
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|
2018
Q1 | $342K | Sell |
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|
2017
Q4 | $391K | Hold |
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|
2017
Q3 | $387K | Sell |
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|
2017
Q2 | $402K | Sell |
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|
2017
Q1 | $401K | Sell |
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|
2016
Q4 | $395K | Hold |
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|
2016
Q3 | $436K | Sell |
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|
2016
Q2 | $456K | Hold |
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|
2016
Q1 | $428K | Sell |
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|
2015
Q4 | $423K | Buy |
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|
2015
Q3 | $373K | Buy |
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|
2015
Q2 | $318K | Sell |
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|
2015
Q1 | $341K | Hold |
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|
2014
Q4 | $335K | Hold |
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|
2014
Q3 | $339K | Hold |
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|
2014
Q2 | $349K | Sell |
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|
2014
Q1 | $345K | Buy |
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|
2013
Q4 | $306K | Buy |
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