ProVise Management Group’s BNY Mellon Municipal Income DMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $152K | Sell |
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|
2024
Q2 | $167K | Hold |
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|
2024
Q1 | $159K | Buy |
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|
2023
Q4 | $149K | Sell |
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|
2023
Q3 | $150K | Hold |
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|
2023
Q2 | $167K | Hold |
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|
2023
Q1 | $172K | Hold |
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|
2022
Q4 | $166K | Sell |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $367K | Sell |
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|
2021
Q3 | $407K | Hold |
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|
2021
Q2 | $393K | Hold |
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|
2021
Q1 | $369K | Buy |
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|
2020
Q4 | $358K | Sell |
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|
2020
Q3 | $355K | Hold |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $338K | Sell |
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|
2019
Q4 | $379K | Hold |
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|
2019
Q3 | $399K | Hold |
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|
2019
Q2 | $364K | Buy |
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|
2019
Q1 | $353K | Sell |
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|
2018
Q4 | $336K | Buy |
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|
2018
Q3 | $331K | Sell |
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|
2018
Q2 | $360 | Sell |
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|
2018
Q1 | $377K | Buy |
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|
2017
Q4 | $412K | Hold |
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|
2017
Q3 | $423K | Sell |
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|
2017
Q2 | $421K | Buy |
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|
2017
Q1 | $410K | Sell |
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|
2016
Q4 | $399K | Sell |
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|
2016
Q3 | $515K | Buy |
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|
2016
Q2 | $518K | Sell |
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|
2016
Q1 | $536K | Buy |
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|
2015
Q4 | $509K | Sell |
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|
2015
Q3 | $512K | Buy |
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|
2015
Q2 | $475K | Sell |
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|
2015
Q1 | $520K | Hold |
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|
2014
Q4 | $518K | Buy |
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|
2014
Q3 | $486K | Sell |
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|
2014
Q2 | $500K | Buy |
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|
2014
Q1 | $430K | Buy |
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|
2013
Q4 | $324K | Sell |
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|
2013
Q3 | $572K | Sell |
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|
2013
Q2 | $657K | Buy |
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