Spire Wealth Management’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
Q3 | – | Sell |
-500
| Closed | -$3K | – | 2271 |
|
|
2022
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 2254 |
|
|
2022
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 2272 |
|
|
2021
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 2617 |
|
|
2021
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 2330 |
|
|
2021
Q2 | $4K | Sell |
500
-2,150
| -81% | -$17.2K | ﹤0.01% | 2355 |
|
|
2021
Q1 | $21K | Buy |
+2,650
| New | +$21K | ﹤0.01% | 2127 |
|