IFP Advisors’s BNY Mellon Municipal Income DMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-39
| Closed | -$1K | – | 3629 |
|
|
2022
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 4320 |
|
|
2022
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 4532 |
|
|
2018
Q3 | – | Sell |
-5,152
| Closed | -$42K | – | 3817 |
|
|
2018
Q2 | $42K | Sell |
5,152
-1,200
| -19% | -$9.78K | ﹤0.01% | 2004 |
|
|
2018
Q1 | $56K | Hold |
6,352
| – | – | ﹤0.01% | 1742 |
|
|
2017
Q4 | $56K | Hold |
6,352
| – | – | ﹤0.01% | 1739 |
|
|
2017
Q3 | $58K | Hold |
6,352
| – | – | ﹤0.01% | 1883 |
|
|
2017
Q2 | $57K | Hold |
6,352
| – | – | ﹤0.01% | 1863 |
|
|
2017
Q1 | $57K | Sell |
6,352
-2,800
| -31% | -$25.1K | ﹤0.01% | 1829 |
|
|
2016
Q4 | $79K | Sell |
9,152
-10,916
| -54% | -$94.2K | ﹤0.01% | 1584 |
|
|
2016
Q3 | $193K | Hold |
20,068
| – | – | 0.01% | 1018 |
|
|
2016
Q2 | $201K | Buy |
+20,068
| New | +$201K | 0.01% | 964 |
|
|
2016
Q1 | – | Sell |
-18,226
| Closed | -$172K | – | 2605 |
|
|
2015
Q4 | $172K | Buy |
+18,226
| New | +$172K | 0.01% | 900 |
|