Carson Wealth (CWM LLC)’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28
| Closed | – | – | 4102 |
|
|
2022
Q4 | $0 | Hold |
28
| – | – | ﹤0.01% | 4014 |
|
|
2022
Q3 | $0 | Hold |
28
| – | – | ﹤0.01% | 3947 |
|
|
2022
Q2 | $0 | Buy |
+28
| New | – | ﹤0.01% | 3830 |
|
|
2019
Q1 | – | Sell |
-6,657
| Closed | -$46K | – | 2967 |
|
|
2018
Q4 | $46K | Buy |
+6,657
| New | +$46K | ﹤0.01% | 891 |
|