Fort Point Capital Partners’s BNY Mellon Municipal Income DMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-53,364
| Closed | -$384K | – | 295 |
|
|
2024
Q2 | $384K | Buy |
53,364
+166
| +0.3% | +$1.19K | 0.05% | 219 |
|
|
2024
Q1 | $363K | Buy |
53,198
+20,933
| +65% | +$143K | 0.05% | 220 |
|
|
2023
Q4 | $210K | Sell |
32,265
-8,970
| -22% | -$58.3K | 0.03% | 270 |
|
|
2023
Q3 | $234K | Buy |
41,235
+22,287
| +118% | +$126K | 0.04% | 237 |
|
|
2023
Q2 | $119K | Buy |
+18,948
| New | +$119K | 0.02% | 271 |
|