Newbridge Financial Services Group’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Newbridge Financial Services Group’s Portfolio DMB Stock Details DMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,349	Closed	-$20K	–	1440
2021 Q2	$20K	Hold	1,349	–	–	0.01%	778
2021 Q1	$19K	Hold	1,349	–	–	0.01%	702
2020 Q4	$19K	Buy	1,349 +6	+0.4%	+$82	0.02%	553
2020 Q3	$18K	Buy	+1,343	New	+$18.3K	0.02%	526

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JWA

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

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PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Newbridge Financial Services Group's DMB Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q3 2021, closing a stake of 1,349 shares — an estimated $20K sold.

Newbridge Financial Services Group first reported a position in DMB in Q3 2020 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 42 funds tracked by Wall St. Rank hold DMB as of Q3 2021.

Newbridge Financial Services Group reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 1,349 BNY Mellon Municipal Bond Infrastructure Fund shares in Q3 2021, an estimated $20K.
Newbridge Financial Services Group first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q3 2020 and held it in 4 quarters.
Newbridge Financial Services Group's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $20K in Q2 2021.
42 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.