Rehmann Capital Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,000
| Closed | -$113K | – | 561 |
|
|
2022
Q3 | $113K | Buy |
+20,000
| New | +$113K | 0.01% | 500 |
|
|
2019
Q3 | – | Sell |
-4,502
| Closed | -$35.7K | – | 1757 |
|
|
2019
Q2 | $35.7K | Hold |
4,502
| – | – | ﹤0.01% | 954 |
|
|
2019
Q1 | $34.8K | Hold |
4,502
| – | – | ﹤0.01% | 937 |
|
|
2018
Q4 | $31.4K | Hold |
4,502
| – | – | ﹤0.01% | 733 |
|
|
2018
Q3 | $33K | Hold |
4,502
| – | – | ﹤0.01% | 955 |
|
|
2018
Q2 | $34.1K | Hold |
4,502
| – | – | ﹤0.01% | 909 |
|
|
2018
Q1 | $34K | Buy |
+4,502
| New | +$34K | 0.01% | 894 |
|