Edmonds Duncan Registered Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $144K | Hold |
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|
2024
Q2 | $142K | Hold |
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|
2024
Q1 | $134K | Hold |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $112K | Hold |
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|
2023
Q2 | $124K | Hold |
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|
2023
Q1 | $128K | Hold |
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|
2022
Q4 | $123K | Hold |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $133K | Hold |
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|
2022
Q1 | $149K | Hold |
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|
2021
Q4 | $164K | Hold |
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|
2021
Q3 | $190K | Hold |
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|
2021
Q2 | $183K | Hold |
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|
2021
Q1 | $172K | Hold |
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|
2020
Q4 | $173K | Hold |
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|
2020
Q3 | $170K | Hold |
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|
2020
Q2 | $164K | Hold |
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|
2020
Q1 | $162K | Hold |
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|
2019
Q4 | $175K | Hold |
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|
2019
Q3 | $184K | Sell |
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|
2019
Q2 | $336K | Hold |
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|
2019
Q1 | $331K | Hold |
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|
2018
Q4 | $300K | Hold |
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|
2018
Q3 | $308K | Hold |
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|
2018
Q2 | $321K | Hold |
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|
2018
Q1 | $318K | Hold |
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|
2017
Q4 | $349K | Sell |
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|
2017
Q3 | $357K | Hold |
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|
2017
Q2 | $361K | Hold |
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|
2017
Q1 | $359K | Sell |
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|
2016
Q4 | $420K | Sell |
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|
2016
Q3 | $492K | Sell |
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|
2016
Q2 | $574K | Buy |
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|
2016
Q1 | $459K | Hold |
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|
2015
Q4 | $447K | Buy |
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