Sowell Financial Services’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-20,058
| Closed | -$285K | – | 2539 |
|
|
2019
Q3 | $285K | Buy |
+20,058
| New | +$285K | 0.02% | 553 |
|
|
2019
Q1 | $260K | Hold |
20,058
| – | – | 0.03% | 479 |
|
|
2018
Q4 | $238K | Buy |
20,058
+3,600
| +22% | +$42.7K | 0.03% | 430 |
|
|
2018
Q3 | $204K | Hold |
16,458
| – | – | 0.03% | 328 |
|
|
2018
Q2 | $209K | Hold |
16,458
| – | – | 0.04% | 265 |
|
|
2018
Q1 | $206K | Hold |
16,458
| – | – | 0.05% | 252 |
|
|
2017
Q4 | $212K | Buy |
+16,458
| New | +$212K | 0.05% | 238 |
|