Clear Creek Financial Management’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
Q1 | – | Sell |
-11,910
| Closed | -$69.2K | – | 525 |
|
|
2024
Q4 | $69.2K | Hold |
11,910
| – | – | 0.01% | 463 |
|
|
2024
Q3 | $74.2K | Hold |
11,910
| – | – | 0.01% | 453 |
|
|
2024
Q2 | $70.7K | Hold |
11,910
| – | – | 0.01% | 441 |
|
|
2024
Q1 | $69.8K | Sell |
11,910
-60
| -0.5% | -$352 | 0.01% | 415 |
|
|
2023
Q4 | $68.3K | Hold |
11,970
| – | – | 0.01% | 338 |
|
|
2023
Q3 | $59.5K | Hold |
11,970
| – | – | 0.01% | 320 |
|
|
2023
Q2 | $68.2K | Hold |
11,970
| – | – | 0.01% | 326 |
|
|
2023
Q1 | $71.9K | Hold |
11,970
| – | – | 0.01% | 302 |
|
|
2022
Q4 | $69.2K | Hold |
11,970
| – | – | 0.02% | 293 |
|
|
2022
Q3 | $68K | Hold |
11,970
| – | – | 0.02% | 278 |
|
|
2022
Q2 | $74K | Hold |
11,970
| – | – | 0.02% | 299 |
|
|
2022
Q1 | $85K | Hold |
11,970
| – | – | 0.01% | 332 |
|
|
2021
Q4 | $100K | Hold |
11,970
| – | – | 0.02% | 345 |
|
|
2021
Q3 | $96K | Hold |
11,970
| – | – | 0.02% | 317 |
|
|
2021
Q2 | $99K | Buy |
+11,970
| New | +$99K | 0.02% | 325 |
|
|
2021
Q1 | – | Sell |
-11,970
| Closed | -$94K | – | 98 |
|
|
2020
Q4 | $94K | Buy |
+11,970
| New | +$94K | 0.02% | 292 |
|