Essex Financial Services’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $98K | Sell |
|
|||||
|
2021
Q2 | $109K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $113K | Hold |
|
|||||
|
2020
Q3 | $104K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $103K | Hold |
|
|||||
|
2019
Q4 | $114K | Hold |
|
|||||
|
2019
Q3 | $120K | Hold |
|
|||||
|
2019
Q2 | $113K | Sell |
|
|||||
|
2019
Q1 | $130K | Hold |
|
|||||
|
2018
Q4 | $117K | Sell |
|
|||||
|
2018
Q3 | $211K | Sell |
|
|||||
|
2018
Q2 | $235K | Hold |
|
|||||
|
2018
Q1 | $236K | Hold |
|
|||||
|
2017
Q4 | $265K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $243K | Sell |
|
|||||
|
2017
Q1 | $250K | Hold |
|
|||||
|
2016
Q4 | $243K | Hold |
|
|||||
|
2016
Q3 | $268K | Hold |
|
|||||
|
2016
Q2 | $274K | Sell |
|
|||||
|
2016
Q1 | $276K | Sell |
|
|||||
|
2015
Q4 | $277K | Hold |
|
|||||
|
2015
Q3 | $268K | Sell |
|
|||||
|
2015
Q2 | $342K | Buy |
|
|||||
|
2015
Q1 | $346K | Sell |
|
|||||
|
2014
Q4 | $360K | Hold |
|
|||||
|
2014
Q3 | $364K | Hold |
|
|||||
|
2014
Q2 | $375K | Hold |
|
|||||
|
2014
Q1 | $353K | Sell |
|
|||||
|
2013
Q4 | $379K | Buy |
|
|||||
|
2013
Q3 | $364 | Buy |
|
|||||
|
2013
Q2 | $371K | Buy |
|