Novak & Powell Financial Services’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 | $98.6K | Buy |
17,609
+220
| +1% | +$1.23K | 0.07% | 144 |
|
|
2025
Q1 | $100K | Buy |
17,389
+158
| +0.9% | +$912 | 0.06% | 152 |
|
|
2024
Q4 | $100K | Buy |
17,231
+204
| +1% | +$1.19K | 0.06% | 150 |
|
|
2024
Q3 | $106K | Buy |
17,027
+102
| +0.6% | +$635 | 0.06% | 155 |
|
|
2024
Q2 | $101K | Buy |
16,925
+211
| +1% | +$1.25K | 0.06% | 151 |
|
|
2024
Q1 | $97.9K | Buy |
16,714
+105
| +0.6% | +$615 | 0.07% | 143 |
|
|
2023
Q4 | $94.8K | Buy |
+16,609
| New | +$94.8K | 0.06% | 148 |
|