Carson Wealth (CWM LLC)’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-800
| Closed | -$9K | – | 4234 |
|
|
2023
Q2 | $9K | Buy |
800
+9
| +1% | +$101 | ﹤0.01% | 3123 |
|
|
2023
Q1 | $9K | Buy |
791
+8
| +1% | +$91 | ﹤0.01% | 2996 |
|
|
2022
Q4 | $8K | Buy |
783
+471
| +151% | +$4.81K | ﹤0.01% | 2915 |
|
|
2022
Q3 | $4K | Buy |
312
+259
| +489% | +$3.32K | ﹤0.01% | 3154 |
|
|
2022
Q2 | $1K | Hold |
53
| – | – | ﹤0.01% | 3511 |
|
|
2022
Q1 | $1K | Hold |
53
| – | – | ﹤0.01% | 3311 |
|
|
2021
Q4 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 3264 |
|
|
2021
Q2 | $1K | Hold |
53
| – | – | ﹤0.01% | 2739 |
|
|
2021
Q1 | $1K | Hold |
53
| – | – | ﹤0.01% | 2739 |
|
|
2020
Q4 | $1K | Hold |
53
| – | – | ﹤0.01% | 2739 |
|
|
2020
Q3 | $1K | Hold |
53
| – | – | ﹤0.01% | 2739 |
|
|
2020
Q2 | $1K | Hold |
53
| – | – | ﹤0.01% | 2739 |
|
|
2020
Q1 | $1K | Hold |
53
| – | – | ﹤0.01% | 2739 |
|
|
2019
Q4 | $1K | Hold |
53
| – | – | ﹤0.01% | 2739 |
|
|
2019
Q3 | $1K | Hold |
53
| – | – | ﹤0.01% | 2739 |
|
|
2019
Q2 | $1K | Hold |
53
| – | – | ﹤0.01% | 2739 |
|
|
2019
Q1 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 2739 |
|