Farther Finance Advisors’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 |
-9,800
| Closed | -$56.9K | – | 4311 |
|
|
2024
Q4 | $56.9K | Sell |
9,800
-85,289
| -90% | -$496K | ﹤0.01% | 1593 |
|
|
2024
Q3 | $592K | Buy |
95,089
+8,554
| +10% | +$53.3K | 0.02% | 526 |
|
|
2024
Q2 | $506K | Sell |
86,535
-429
| -0.5% | -$2.51K | 0.02% | 477 |
|
|
2024
Q1 | $505K | Buy |
86,964
+70
| +0.1% | +$407 | 0.03% | 392 |
|
|
2023
Q4 | $496K | Buy |
86,894
+15,035
| +21% | +$85.9K | 0.04% | 353 |
|
|
2023
Q3 | $357K | Buy |
71,859
+41,590
| +137% | +$207K | 0.06% | 261 |
|
|
2023
Q2 | $173K | Buy |
+30,269
| New | +$173K | 0.04% | 334 |
|