Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-500
| Closed | -$3K | – | 488 |
|
|
2020
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 986 |
|
|
2020
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 831 |
|
|
2019
Q4 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 876 |
|
|
2019
Q2 | – | Sell |
-500
| Closed | -$4K | – | 383 |
|
|
2019
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 794 |
|
|
2018
Q4 | $3K | Buy |
+500
| New | +$3K | ﹤0.01% | 760 |
|