Fortitude Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
38,762
| – | – | 0.12% | 178 |
|
|
2025
Q1 | $212K | Hold |
38,762
| – | – | 0.15% | 167 |
|
|
2024
Q4 | $225K | Hold |
38,762
| – | – | 0.14% | 163 |
|
|
2024
Q3 | $241K | Hold |
38,762
| – | – | 0.15% | 160 |
|
|
2024
Q2 | $230K | Hold |
38,762
| – | – | 0.14% | 155 |
|
|
2024
Q1 | $227K | Hold |
38,762
| – | – | 0.13% | 169 |
|
|
2023
Q4 | $221K | Hold |
38,762
| – | – | 0.13% | 178 |
|
|
2023
Q3 | $193K | Hold |
38,762
| – | – | 0.13% | 179 |
|
|
2023
Q2 | $221K | Hold |
38,762
| – | – | 0.16% | 167 |
|
|
2023
Q1 | $233K | Hold |
38,762
| – | – | 0.18% | 158 |
|
|
2022
Q4 | $224K | Hold |
38,762
| – | – | 0.19% | 164 |
|
|
2022
Q3 | $219K | Hold |
38,762
| – | – | 0.21% | 146 |
|
|
2022
Q2 | $241K | Hold |
38,762
| – | – | 0.22% | 136 |
|
|
2022
Q1 | $274K | Buy |
38,762
+2,000
| +5% | +$14.1K | 0.15% | 134 |
|
|
2021
Q4 | $307K | Buy |
+36,762
| New | +$307K | 0.15% | 123 |
|