Stifel Financial’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 | $344K | Buy |
61,352
+622
| +1% | +$3.48K | ﹤0.01% | 2971 |
|
|
2025
Q1 | $350K | Sell |
60,730
-1,465
| -2% | -$8.45K | ﹤0.01% | 2890 |
|
|
2024
Q4 | $361K | Buy |
62,195
+753
| +1% | +$4.38K | ﹤0.01% | 2872 |
|
|
2024
Q3 | $383K | Buy |
61,442
+2,603
| +4% | +$16.2K | ﹤0.01% | 2828 |
|
|
2024
Q2 | $350K | Buy |
58,839
+697
| +1% | +$4.14K | ﹤0.01% | 2837 |
|
|
2024
Q1 | $341K | Buy |
58,142
+7,435
| +15% | +$43.6K | ﹤0.01% | 2837 |
|
|
2023
Q4 | $290K | Sell |
50,707
-2,029
| -4% | -$11.6K | ﹤0.01% | 2873 |
|
|
2023
Q3 | $262K | Buy |
52,736
+5,900
| +13% | +$29.3K | ﹤0.01% | 2864 |
|
|
2023
Q2 | $267K | Buy |
46,836
+2,938
| +7% | +$16.7K | ﹤0.01% | 2893 |
|
|
2023
Q1 | $264K | Buy |
43,898
+8,548
| +24% | +$51.4K | ﹤0.01% | 2895 |
|
|
2022
Q4 | $204K | Sell |
35,350
-3,277
| -8% | -$18.9K | ﹤0.01% | 2970 |
|
|
2022
Q3 | $219K | Buy |
38,627
+25,208
| +188% | +$143K | ﹤0.01% | 2899 |
|
|
2022
Q2 | $83K | Buy |
+13,419
| New | +$83K | ﹤0.01% | 3177 |
|
|
2021
Q1 | – | Sell |
-11,444
| Closed | -$90K | – | 3229 |
|
|
2020
Q4 | $90K | Buy |
+11,444
| New | +$90K | ﹤0.01% | 2946 |
|
|
2019
Q3 | – | Sell |
-12,363
| Closed | -$98K | – | 2877 |
|
|
2019
Q2 | $98K | Buy |
12,363
+751
| +6% | +$5.95K | ﹤0.01% | 2824 |
|
|
2019
Q1 | $90K | Buy |
11,612
+179
| +2% | +$1.39K | ﹤0.01% | 2708 |
|
|
2018
Q4 | $80K | Buy |
+11,433
| New | +$80K | ﹤0.01% | 2582 |
|