NewEdge Advisors’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 | $90.4K | Sell |
16,136
-6,657
| -29% | -$37.3K | ﹤0.01% | 2454 |
|
|
2025
Q1 | $132K | Buy |
22,793
+6
| +0% | +$35 | ﹤0.01% | 2208 |
|
|
2024
Q4 | $132K | Sell |
22,787
-691
| -3% | -$4.02K | ﹤0.01% | 2192 |
|
|
2024
Q3 | $146K | Buy |
23,478
+3,769
| +19% | +$23.5K | ﹤0.01% | 2076 |
|
|
2024
Q2 | $117K | Buy |
19,709
+3,907
| +25% | +$23.2K | ﹤0.01% | 2073 |
|
|
2024
Q1 | $92.6K | Sell |
15,802
-4,939
| -24% | -$28.9K | ﹤0.01% | 2086 |
|
|
2023
Q4 | $118K | Buy |
20,741
+4,500
| +28% | +$25.5K | ﹤0.01% | 1894 |
|
|
2023
Q3 | $80.7K | Sell |
16,241
-4,899
| -23% | -$24.3K | ﹤0.01% | 1918 |
|
|
2023
Q2 | $120K | Sell |
21,140
-5,997
| -22% | -$34.2K | ﹤0.01% | 1792 |
|
|
2023
Q1 | $155K | Buy |
27,137
+1,505
| +6% | +$8.58K | ﹤0.01% | 1622 |
|
|
2022
Q4 | $148K | Buy |
25,632
+206
| +0.8% | +$1.19K | ﹤0.01% | 1286 |
|
|
2022
Q3 | $144K | Buy |
25,426
+203
| +0.8% | +$1.15K | ﹤0.01% | 1401 |
|
|
2022
Q2 | $157K | Buy |
25,223
+4,504
| +22% | +$28K | ﹤0.01% | 1422 |
|
|
2022
Q1 | $146K | Sell |
20,719
-296
| -1% | -$2.09K | ﹤0.01% | 1049 |
|
|
2021
Q4 | $175K | Buy |
+21,015
| New | +$175K | ﹤0.01% | 1539 |
|