LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.86M | Buy |
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|
2025
Q2 | $3.64M | Sell |
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|
2025
Q1 | $4.11M | Buy |
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|
2024
Q4 | $3.86M | Sell |
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|
2024
Q3 | $4.53M | Buy |
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|
2024
Q2 | $3.91M | Buy |
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|
2024
Q1 | $2.42M | Sell |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $890K | Sell |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | $2.24M | Buy |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $2.28M | Buy |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $2.54M | Buy |
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|
2020
Q3 | $1.22M | Buy |
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|
2020
Q2 | $622K | Buy |
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|
2020
Q1 | $486K | Buy |
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $608K | Buy |
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|
2019
Q2 | $545K | Buy |
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|
2019
Q1 | $512K | Sell |
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|
2018
Q4 | $476K | Sell |
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|
2018
Q3 | $581K | Buy |
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|
2018
Q2 | $561K | Buy |
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|
2018
Q1 | $535K | Buy |
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|
2017
Q4 | $557K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $632K | Buy |
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|
2016
Q4 | $506K | Sell |
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|
2016
Q3 | $609K | Buy |
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|
2016
Q2 | $613K | Sell |
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|
2016
Q1 | $1.27M | Sell |
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|
2015
Q4 | $1.34M | Buy |
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|
2015
Q3 | $595K | Sell |
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|
2015
Q2 | $652K | Sell |
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|
2015
Q1 | $696K | Buy |
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|
2014
Q4 | $636K | Sell |
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|
2014
Q3 | $661K | Buy |
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|
2014
Q2 | $638K | Buy |
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|
2014
Q1 | $482K | Buy |
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|
2013
Q4 | $437K | Sell |
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|
2013
Q3 | $523K | Sell |
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|
2013
Q2 | $836K | Buy |
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