Smith, Moore & Co’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
Q2 | $56K | Hold |
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2025
Q1 | $57.7K | Hold |
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2024
Q4 | $58.1K | Hold |
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2024
Q3 | $62.3K | Hold |
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2024
Q2 | $59.4K | Sell |
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2024
Q1 | $87.9K | Hold |
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2023
Q4 | $85.7K | Hold |
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2023
Q3 | $74.5K | Sell |
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2023
Q2 | $91.2K | Buy |
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2023
Q1 | $60.1K | Hold |
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2022
Q4 | $57.8K | Sell |
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2022
Q3 | $71K | Hold |
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2022
Q2 | $78K | Sell |
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2022
Q1 | $177K | Hold |
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2021
Q4 | $209K | Hold |
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2021
Q3 | $200K | Hold |
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2021
Q2 | $206K | Hold |
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2021
Q1 | $196K | Hold |
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2020
Q4 | $197K | Hold |
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2020
Q3 | $182K | Hold |
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2020
Q2 | $181K | Hold |
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2020
Q1 | $179K | Hold |
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2019
Q4 | $200K | Hold |
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|||||
2019
Q3 | $210K | Hold |
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2019
Q2 | $198K | Hold |
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2019
Q1 | $193K | Hold |
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2018
Q4 | $175K | Buy |
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2018
Q3 | $92K | Sell |
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2018
Q2 | $174K | Hold |
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2018
Q1 | $175K | Sell |
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2017
Q4 | $201K | Buy |
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2017
Q3 | $188K | Hold |
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2017
Q2 | $189K | Hold |
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2017
Q1 | $184K | Sell |
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2016
Q4 | $256K | Hold |
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2016
Q3 | $282K | Sell |
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2016
Q2 | $494K | Buy |
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2016
Q1 | $174K | Buy |
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2015
Q4 | $101K | Buy |
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