Realta Investment Advisors’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 | $85.4K | Hold |
15,247
| – | – | 0.03% | 207 |
|
|
2025
Q1 | $88K | Hold |
15,247
| – | – | 0.04% | 209 |
|
|
2024
Q4 | $89.3K | Hold |
15,247
| – | – | 0.04% | 223 |
|
|
2024
Q3 | $93.8K | Hold |
15,247
| – | – | 0.04% | 216 |
|
|
2024
Q2 | $90.6K | Hold |
15,247
| – | – | 0.02% | 478 |
|
|
2024
Q1 | $89.3K | Hold |
15,247
| – | – | 0.02% | 489 |
|
|
2023
Q4 | $87.1K | Sell |
15,247
-1,244
| -8% | -$7.1K | 0.02% | 431 |
|
|
2023
Q3 | $94K | Hold |
16,491
| – | – | 0.02% | 466 |
|
|
2023
Q2 | $94K | Buy |
16,491
+15
| +0.1% | +$85 | 0.02% | 488 |
|
|
2023
Q1 | $99K | Buy |
16,476
+13
| +0.1% | +$78 | 0.02% | 411 |
|
|
2022
Q4 | $95.2K | Buy |
16,463
+1,216
| +8% | +$7.03K | 0.02% | 484 |
|
|
2022
Q3 | $86K | Buy |
+15,247
| New | +$86K | 0.02% | 471 |
|