IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-900
| Closed | -$7K | – | 3637 |
|
|
2022
Q4 | $7K | Sell |
900
-9,968
| -92% | -$77.5K | ﹤0.01% | 3591 |
|
|
2022
Q3 | $91K | Sell |
10,868
-136
| -1% | -$1.14K | ﹤0.01% | 1922 |
|
|
2022
Q2 | $91K | Hold |
11,004
| – | – | ﹤0.01% | 1743 |
|
|
2022
Q1 | $91K | Buy |
+11,004
| New | +$91K | ﹤0.01% | 1743 |
|
|
2017
Q4 | – | Sell |
-1,500
| Closed | -$13K | – | 3819 |
|
|
2017
Q3 | $13K | Hold |
1,500
| – | – | ﹤0.01% | 2834 |
|
|
2017
Q2 | $13K | Hold |
1,500
| – | – | ﹤0.01% | 2812 |
|
|
2017
Q1 | $12K | Hold |
1,500
| – | – | ﹤0.01% | 2773 |
|
|
2016
Q4 | $12K | Sell |
1,500
-925
| -38% | -$7.4K | ﹤0.01% | 2762 |
|
|
2016
Q3 | $21K | Hold |
2,425
| – | – | ﹤0.01% | 2354 |
|
|
2016
Q2 | $22K | Buy |
+2,425
| New | +$22K | ﹤0.01% | 2271 |
|
|
2016
Q1 | – | Sell |
-925
| Closed | -$7K | – | 2616 |
|
|
2015
Q4 | $7K | Buy |
+925
| New | +$7K | ﹤0.01% | 2739 |
|