MWM
DSM

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

Modern Wealth Management’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$132K Hold
23,593
– – ﹤0.01% 750
2025
Q1 		$136K Hold
23,593
– – ﹤0.01% 658
2024
Q4 		$137K Hold
23,593
– – 0.01% 565
2024
Q3 		$147K Hold
23,593
– – 0.01% 425
2024
Q2 		$140K Buy
+23,593
New +$140K 0.01% 392