Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,216
| Closed | -$132K | – | 2677 |
|
|
2024
Q3 | $132K | Sell |
21,216
-3,736
| -15% | -$23.3K | ﹤0.01% | 2427 |
|
|
2024
Q2 | $148K | Buy |
+24,952
| New | +$148K | ﹤0.01% | 2464 |
|
|
2021
Q4 | – | Sell |
-93,362
| Closed | -$745K | – | 2058 |
|
|
2021
Q3 | $745K | Buy |
+93,362
| New | +$745K | 0.01% | 1169 |
|
|
2021
Q1 | – | Sell |
-97,232
| Closed | -$755K | – | 1901 |
|
|
2020
Q4 | $755K | Buy |
+97,232
| New | +$755K | 0.01% | 1000 |
|