MWM
DSM
Mascoma Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16K | Hold |
565
| – | – | ﹤0.01% | 415 |
|
|
2025
Q1 | $3.26K | Hold |
565
| – | – | ﹤0.01% | 436 |
|
|
2024
Q4 | $3.28K | Hold |
565
| – | – | ﹤0.01% | 441 |
|
|
2024
Q3 | $3.52K | Hold |
565
| – | – | ﹤0.01% | 412 |
|
|
2024
Q2 | $3.36K | Hold |
565
| – | – | ﹤0.01% | 443 |
|
|
2024
Q1 | $3.31K | Hold |
565
| – | – | ﹤0.01% | 414 |
|
|
2023
Q4 | $3.23K | Hold |
565
| – | – | ﹤0.01% | 425 |
|
|
2023
Q3 | $2.81K | Hold |
565
| – | – | ﹤0.01% | 449 |
|
|
2023
Q2 | $3.11K | Hold |
565
| – | – | ﹤0.01% | 429 |
|
|
2023
Q1 | $3.31K | Hold |
565
| – | – | ﹤0.01% | 521 |
|
|
2022
Q4 | $3.27K | Hold |
565
| – | – | ﹤0.01% | 536 |
|
|
2022
Q3 | $3K | Hold |
565
| – | – | ﹤0.01% | 525 |
|
|
2022
Q2 | $4K | Buy |
+565
| New | +$4K | ﹤0.01% | 516 |
|