LPL Financial’s BNY Mellon Municipal Income DMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $165K | Sell |
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|
2024
Q4 | $163K | Sell |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $164K | Sell |
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|
2023
Q4 | $187K | Sell |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $167K | Buy |
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|
2021
Q4 | $192K | Hold |
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|
2021
Q3 | $211K | Hold |
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|
2021
Q2 | $204K | Sell |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $370K | Buy |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $287K | Hold |
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|
2019
Q1 | $283K | Sell |
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|
2018
Q4 | $286K | Hold |
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|
2018
Q3 | $294K | Hold |
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|
2018
Q2 | $306K | Sell |
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|
2018
Q1 | $322K | Buy |
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|
2017
Q4 | $326K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $394K | Buy |
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|
2016
Q4 | $166K | Buy |
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|
2016
Q3 | $176K | Sell |
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|
2016
Q2 | $247K | Sell |
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|
2016
Q1 | $1.2M | Buy |
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|
2015
Q4 | $635K | Buy |
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|
2015
Q3 | $303K | Sell |
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|
2015
Q2 | $302K | Buy |
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|
2015
Q1 | $314K | Sell |
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|
2014
Q4 | $385K | Buy |
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|
2014
Q3 | $322K | Buy |
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|
2014
Q2 | $327K | Sell |
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|
2014
Q1 | $378K | Sell |
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|
2013
Q4 | $360K | Buy |
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|
2013
Q3 | $343K | Buy |
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|
2013
Q2 | $280K | Buy |
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