OWA
DSM
Opal Wealth Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,506
| Closed | -$103K | – | 115 |
|
|
2022
Q1 | $103K | Sell |
14,506
-299
| -2% | -$2.12K | 0.09% | 101 |
|
|
2021
Q4 | $124K | Sell |
14,805
-2,705
| -15% | -$22.7K | 0.08% | 124 |
|
|
2021
Q3 | $140K | Sell |
17,510
-71,074
| -80% | -$568K | 0.13% | 81 |
|
|
2021
Q2 | $729K | Sell |
88,584
-13,007
| -13% | -$107K | 0.68% | 25 |
|
|
2021
Q1 | $795K | Sell |
101,591
-3,334
| -3% | -$26.1K | 0.86% | 19 |
|
|
2020
Q4 | $826K | Buy |
+104,925
| New | +$826K | 1.04% | 16 |
|