KWA
DSM

Kingswood Wealth Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Kingswood Wealth Advisors’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31,000
Closed -$193K – 823
2024
Q3 		$193K Buy
+31,000
New +$193K 0.01% 660
2024
Q2 		– Sell
-31,000
Closed -$182K – 672
2024
Q1 		$182K Buy
31,000
+16,800
+118% +$98.4K 0.02% 579
2023
Q4 		$81.1K Buy
+14,200
New +$81.1K 0.01% 618