Creative Planning’s BNY Mellon Municipal Income DMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $78.4K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $107K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $32K | Hold |
|
|||||
|
2017
Q1 | $31K | Hold |
|
|||||
|
2016
Q4 | $30K | Hold |
|
|||||
|
2016
Q3 | $34K | Hold |
|
|||||
|
2016
Q2 | $35K | Hold |
|
|||||
|
2016
Q1 | $34K | Buy |
|
|||||
|
2015
Q4 | $5K | Hold |
|
|||||
|
2015
Q3 | $5K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $14K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $17K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $26K | Buy |
|