Melfa Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Hold |
44,111
| – | – | 0.16% | 147 |
|
|
2025
Q1 | $255K | Hold |
44,111
| – | – | 0.17% | 139 |
|
|
2024
Q4 | $256K | Buy |
44,111
+12,500
| +40% | +$72.6K | 0.17% | 135 |
|
|
2024
Q3 | $197K | Buy |
31,611
+9,750
| +45% | +$60.7K | 0.13% | 169 |
|
|
2024
Q2 | $130K | Hold |
21,861
| – | – | 0.09% | 186 |
|
|
2024
Q1 | $128K | Sell |
21,861
-10,018
| -31% | -$58.7K | 0.09% | 181 |
|
|
2023
Q4 | $182K | Buy |
+31,879
| New | +$182K | 0.17% | 113 |
|