Crown Wealth Group’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
2022
Q2
Sell
-38,708
Closed -$274K 81
2022
Q1
$274K Sell
38,708
-45,724
-54% -$324K 0.19% 72
2021
Q4
$705K Buy
+84,432
New +$705K 0.65% 31