Ranch Capital Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $172K | Buy |
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|
2025
Q2 | $163K | Sell |
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|
2025
Q1 | $183K | Buy |
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|
2024
Q4 | $184K | Buy |
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|
2024
Q3 | $197K | Buy |
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|
2024
Q2 | $188K | Hold |
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|
2024
Q1 | $185K | Hold |
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|
2023
Q4 | $180K | Sell |
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|
2023
Q3 | $182K | Hold |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $294K | Hold |
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|
2022
Q1 | $334K | Hold |
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $377K | Hold |
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|
2021
Q2 | $388K | Hold |
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|
2021
Q1 | $369K | Hold |
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|
2020
Q4 | $371K | Hold |
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|
2020
Q3 | $344K | Hold |
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|
2020
Q2 | $366K | Hold |
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|
2020
Q1 | $338K | Hold |
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|
2019
Q4 | $377K | Buy |
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|
2019
Q3 | $305K | Buy |
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