PVM
DSM
Palogic Value Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
48,475
| – | – | 0.11% | 131 |
|
|
2025
Q1 | $280K | Buy |
48,475
+9,201
| +23% | +$53.1K | 0.12% | 126 |
|
|
2024
Q4 | $228K | Hold |
39,274
| – | – | 0.09% | 143 |
|
|
2024
Q3 | $245K | Hold |
39,274
| – | – | 0.08% | 143 |
|
|
2024
Q2 | $233K | Hold |
39,274
| – | – | 0.1% | 144 |
|
|
2024
Q1 | $230K | Buy |
+39,274
| New | +$230K | 0.1% | 144 |
|
|
2023
Q4 | – | Sell |
-25,000
| Closed | -$124K | – | 161 |
|
|
2023
Q3 | $124K | Hold |
25,000
| – | – | 0.06% | 152 |
|
|
2023
Q2 | $143K | Sell |
25,000
-5,000
| -17% | -$28.5K | 0.07% | 156 |
|
|
2023
Q1 | $180K | Sell |
30,000
-4,000
| -12% | -$24K | 0.09% | 155 |
|
|
2022
Q4 | $197K | Buy |
+34,000
| New | +$197K | 0.1% | 142 |
|