IFWM
DMB

Institute for Wealth Management’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Institute for Wealth Management’s Portfolio DMB Stock Details DMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20,168
Closed -$208K – 510
2023
Q4 		$208K Hold
20,168
– – 0.03% 453
2023
Q3 		$200K Buy
+20,168
New +$200K 0.04% 430
2022
Q3 		– Sell
-19,794
Closed -$258K – 474
2022
Q2 		$258K Buy
+19,794
New +$258K 0.05% 432