PFS Partners’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 | $497K | Buy |
88,670
+931
| +1% | +$5.21K | 0.25% | 37 |
|
2025
Q1 | $506K | Buy |
87,739
+799
| +0.9% | +$4.61K | 0.27% | 33 |
|
2024
Q4 | $505K | Buy |
86,940
+1,031
| +1% | +$5.99K | 0.27% | 35 |
|
2024
Q3 | $535K | Buy |
85,909
+512
| +0.6% | +$3.19K | 0.3% | 31 |
|
2024
Q2 | $507K | Buy |
85,397
+804
| +1% | +$4.78K | 0.32% | 32 |
|
2024
Q1 | $496K | Buy |
84,593
+793
| +0.9% | +$4.65K | 0.33% | 29 |
|
2023
Q4 | $478K | Buy |
+83,800
| New | +$478K | 0.33% | 30 |
|