Melfa Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Melfa Wealth Management’s Portfolio DSM Stock Details DSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$265K	Hold	44,111	–	–	0.15%	138
2025 Q4	$272K	Hold	44,111	–	–	0.16%	140
2025 Q3	$261K	Hold	44,111	–	–	0.15%	146
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%	+$75.5K	0.17%	135
2024 Q3	$197K	Buy	31,611 +9,750	+45%	+$59.2K	0.13%	169
2024 Q2	$130K	Hold	21,861	–	–	0.09%	186
2024 Q1	$128K	Sell	21,861 -10,018	-31%	-$57.7K	0.09%	181
2023 Q4	$182K	Buy	+31,879	New	+$166K	0.17%	113

Other funds holding DSM

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return