JFS Wealth Advisors’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $38.5K | Buy |
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2025
Q1 | $39.4K | Buy |
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2024
Q4 | $38.3K | Buy |
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2024
Q3 | $40.9K | Sell |
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2024
Q2 | $82.8K | Buy |
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2024
Q1 | $80.6K | Buy |
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2023
Q4 | $79.3K | Buy |
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2023
Q3 | $75.4K | Sell |
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2023
Q2 | $98.5K | Buy |
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2023
Q1 | $105K | Buy |
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2022
Q4 | $94.1K | Buy |
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2022
Q3 | $101K | Buy |
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2022
Q2 | $114K | Sell |
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2022
Q1 | $4M | Buy |
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2021
Q4 | $4.61M | Buy |
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2021
Q3 | $4.97M | Buy |
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2021
Q2 | $4.65M | Buy |
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2021
Q1 | $4.44M | Buy |
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2020
Q4 | $3.95M | Buy |
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2020
Q3 | $3.77M | Buy |
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2020
Q2 | $3.22M | Buy |
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2020
Q1 | $2.62M | Buy |
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2019
Q4 | $3.08M | Buy |
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2019
Q3 | $2.99M | Buy |
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2019
Q2 | $2.79M | Buy |
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2019
Q1 | $2.69M | Buy |
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2018
Q4 | $2.44M | Buy |
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2018
Q3 | $2.52M | Buy |
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2018
Q2 | $2.49M | Buy |
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2018
Q1 | $2.42M | Buy |
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2017
Q4 | $2.53M | Buy |
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2017
Q3 | $2.57M | Buy |
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2017
Q2 | $2.49M | Buy |
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2017
Q1 | $2.3M | Hold |
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2016
Q4 | $2.3M | Buy |
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2016
Q3 | $2.01M | Buy |
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2016
Q2 | $1.99M | Buy |
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2016
Q1 | $1.81M | Buy |
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2015
Q4 | $1.68M | Buy |
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2015
Q3 | $1.59M | Buy |
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2015
Q2 | $1.53M | Buy |
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2015
Q1 | $1.61M | Buy |
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2014
Q4 | $750K | Buy |
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