Laurel Wealth Advisors (California)’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $367K | Hold |
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|
2021
Q3 | $351K | Sell |
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|
2021
Q2 | $379K | Sell |
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|
2021
Q1 | $395K | Sell |
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|
2020
Q4 | $468K | Sell |
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|
2020
Q3 | $457K | Sell |
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|
2020
Q2 | $479K | Hold |
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|
2020
Q1 | $475K | Hold |
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|
2019
Q4 | $529K | Sell |
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|
2019
Q3 | $941K | Buy |
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|
2019
Q2 | $477K | Buy |
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|
2019
Q1 | $443K | Buy |
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|
2018
Q4 | $375K | Sell |
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|
2018
Q3 | $798K | Buy |
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|
2018
Q2 | $412K | Buy |
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|
2018
Q1 | $351K | Sell |
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|
2017
Q4 | $396K | Buy |
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|
2017
Q3 | $385K | Buy |
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|
2017
Q2 | $366K | Buy |
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|
2017
Q1 | $334K | Hold |
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|
2016
Q4 | $325K | Hold |
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|
2016
Q3 | $358K | Hold |
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|
2016
Q2 | $367K | Hold |
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|
2016
Q1 | $344K | Sell |
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|
2015
Q4 | $371K | Buy |
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