STA
DMB

Summit Trail Advisors’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Summit Trail Advisors’s Portfolio DMB Stock Details DMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,611
Closed -$115K – 554
2023
Q2 		$115K Buy
+10,611
New +$115K ﹤0.01% 517
2023
Q1 		– Sell
-15,268
Closed -$161K – 402
2022
Q4 		$161K Buy
+15,268
New +$161K 0.01% 364