Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.6K | Hold |
4,758
| – | – | ﹤0.01% | 3068 |
|
|
2025
Q4 | $29.4K | Hold |
4,758
| – | – | ﹤0.01% | 2957 |
|
|
2025
Q3 | $28.2K | Hold |
4,758
| – | – | ﹤0.01% | 2927 |
|
|
2025
Q2 | $26.6K | Sell |
4,758
-139
| -3% | -$779 | ﹤0.01% | 2783 |
|
|
2025
Q1 | $28.3K | Hold |
4,897
| – | – | ﹤0.01% | 2657 |
|
|
2024
Q4 | $28.5K | Hold |
4,897
| – | – | ﹤0.01% | 2614 |
|
|
2024
Q3 | $30.5K | Sell |
4,897
-171
| -3% | -$1.04K | ﹤0.01% | 2465 |
|
|
2024
Q2 | $30.1K | Hold |
5,068
| – | – | ﹤0.01% | 2340 |
|
|
2024
Q1 | $29.7K | Buy |
+5,068
| New | +$29.2K | ﹤0.01% | 2348 |
|
|
2023
Q4 | – | Sell |
-1,750
| Closed | -$8.7K | – | 3502 |
|
|
2023
Q3 | $8.7K | Hold |
1,750
| – | – | ﹤0.01% | 2646 |
|
|
2023
Q2 | $9.97K | Buy |
+1,750
| New | +$10K | ﹤0.01% | 2570 |
|
|
2021
Q2 | – | Sell |
-4,099
| Closed | -$32.1K | – | 7165 |
|
|
2021
Q1 | $32.1K | Hold |
4,099
| – | – | ﹤0.01% | 2228 |
|
|
2020
Q4 | $32K | Hold |
4,099
| – | – | ﹤0.01% | 1870 |
|
|
2020
Q3 | $30K | Hold |
4,099
| – | – | ﹤0.01% | 1720 |
|
|
2020
Q2 | $30K | Hold |
4,099
| – | – | ﹤0.01% | 1608 |
|
|
2020
Q1 | $29K | Sell |
4,099
-1,226
| -23% | -$9.53K | ﹤0.01% | 1465 |
|
|
2019
Q4 | $42K | Buy |
5,325
+2
| +0% | +$17 | ﹤0.01% | 1473 |
|
|
2019
Q3 | $44K | Buy |
5,323
+1,001
| +23% | +$8.33K | ﹤0.01% | 1405 |
|
|
2019
Q2 | $34K | Buy |
+4,322
| New | +$34K | ﹤0.01% | 1482 |
|
|
2018
Q4 | – | Sell |
-4,322
| Closed | -$32K | – | 1100 |
|
|
2018
Q3 | $32K | Buy |
4,322
+23
| +0.5% | +$173 | ﹤0.01% | 1358 |
|
|
2018
Q2 | $33K | Buy |
4,299
+4,099
| +2,050% | +$31K | ﹤0.01% | 1263 |
|
|
2018
Q1 | $1K | Sell |
200
-15,231
| -99% | -$120K | ﹤0.01% | 2124 |
|
|
2017
Q4 | $131K | Buy |
15,431
+15,308
| +12,446% | +$130K | 0.01% | 595 |
|
|
2017
Q3 | $1K | Hold |
123
| – | – | ﹤0.01% | 1583 |
|
|
2017
Q2 | $1K | Hold |
123
| – | – | ﹤0.01% | 1509 |
|
|
2017
Q1 | $1K | Buy |
+123
| New | +$1.02K | ﹤0.01% | 1394 |
|
Other funds holding DSM
SCM
BI
SIA
RCM
GC
KIM
AC
HWAM
