Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,768
| Closed | -$92.4K | – | 118 |
|
|
2024
Q1 | $92.4K | Buy |
15,768
+3,468
| +28% | +$20.3K | 0.02% | 434 |
|
|
2023
Q4 | $71.1K | Sell |
12,300
-3,468
| -22% | -$20K | 0.02% | 415 |
|
|
2023
Q3 | $78.4K | Hold |
15,768
| – | – | 0.02% | 371 |
|
|
2023
Q2 | $89.9K | Hold |
15,768
| – | – | 0.02% | 396 |
|
|
2023
Q1 | $94.8K | Hold |
15,768
| – | – | 0.02% | 376 |
|
|
2022
Q4 | $91.1K | Hold |
15,768
| – | – | 0.03% | 364 |
|
|
2022
Q3 | $89.2K | Hold |
15,768
| – | – | 0.03% | 341 |
|
|
2022
Q2 | $98K | Hold |
15,768
| – | – | 0.03% | 335 |
|
|
2022
Q1 | $111K | Hold |
15,768
| – | – | 0.03% | 369 |
|
|
2021
Q4 | $132K | Hold |
15,768
| – | – | 0.03% | 371 |
|
|
2021
Q3 | $126K | Hold |
15,768
| – | – | 0.04% | 337 |
|
|
2021
Q2 | $130K | Buy |
+15,768
| New | +$130K | 0.04% | 361 |
|