Rothschild Investment LLC’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 | $227K | Hold |
40,485
| – | – | 0.01% | 480 |
|
2025
Q1 | $234K | Hold |
40,485
| – | – | 0.02% | 474 |
|
2024
Q4 | $235K | Hold |
40,485
| – | – | 0.02% | 469 |
|
2024
Q3 | $252K | Hold |
40,485
| – | – | 0.02% | 461 |
|
2024
Q2 | $240K | Hold |
40,485
| – | – | 0.02% | 455 |
|
2024
Q1 | $237K | Hold |
40,485
| – | – | 0.02% | 440 |
|
2023
Q4 | $231K | Buy |
+40,485
| New | +$231K | 0.02% | 386 |
|