Integrated Wealth Concepts’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 | $209K | Buy |
37,340
+3,536
| +10% | +$19.8K | ﹤0.01% | 1751 |
|
|
2025
Q1 | $195K | Hold |
33,804
| – | – | ﹤0.01% | 1634 |
|
|
2024
Q4 | $196K | Sell |
33,804
-1,593
| -5% | -$9.26K | ﹤0.01% | 1609 |
|
|
2024
Q3 | $221K | Buy |
35,397
+12
| +0% | +$75 | ﹤0.01% | 1518 |
|
|
2024
Q2 | $210K | Buy |
35,385
+26
| +0.1% | +$154 | ﹤0.01% | 1498 |
|
|
2024
Q1 | $207K | Buy |
35,359
+19
| +0.1% | +$111 | ﹤0.01% | 1507 |
|
|
2023
Q4 | $202K | Buy |
35,340
+21
| +0.1% | +$120 | ﹤0.01% | 1460 |
|
|
2023
Q3 | $176K | Sell |
35,319
-4,578
| -11% | -$22.8K | ﹤0.01% | 1435 |
|
|
2023
Q2 | $227K | Buy |
39,897
+22
| +0.1% | +$125 | ﹤0.01% | 1356 |
|
|
2023
Q1 | $240K | Buy |
+39,875
| New | +$240K | ﹤0.01% | 1161 |
|