Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-11,111
| Closed | -$100K | – | 2380 |
|
|
2016
Q2 | $100K | Buy |
11,111
+2,173
| +24% | +$19.6K | 0.03% | 452 |
|
|
2016
Q1 | $76K | Buy |
8,938
+132
| +1% | +$1.12K | 0.03% | 503 |
|
|
2015
Q4 | $71K | Buy |
8,806
+135
| +2% | +$1.09K | 0.03% | 526 |
|
|
2015
Q3 | $67K | Buy |
8,671
+138
| +2% | +$1.07K | 0.02% | 542 |
|
|
2015
Q2 | $65K | Buy |
8,533
+133
| +2% | +$1.01K | 0.02% | 589 |
|
|
2015
Q1 | $67K | Buy |
+8,400
| New | +$67K | 0.02% | 581 |
|