SBWM
DMF
Sunflower Bank Wealth Management’s BNY Mellon Municipal Income DMF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-21,000
| Closed | -$189K | – | 96 |
|
2017
Q2 | $189K | Hold |
21,000
| – | – | 0.06% | 97 |
|
2017
Q1 | $187K | Hold |
21,000
| – | – | 0.06% | 91 |
|
2016
Q4 | $181K | Hold |
21,000
| – | – | 0.06% | 88 |
|
2016
Q3 | $202K | Hold |
21,000
| – | – | 0.07% | 89 |
|
2016
Q2 | $210K | Hold |
21,000
| – | – | 0.07% | 88 |
|
2016
Q1 | $203K | Hold |
21,000
| – | – | 0.07% | 89 |
|
2015
Q4 | $198K | Hold |
21,000
| – | – | 0.07% | 88 |
|
2015
Q3 | $198K | Hold |
21,000
| – | – | 0.07% | 89 |
|
2015
Q2 | $187K | Hold |
21,000
| – | – | 0.06% | 94 |
|
2015
Q1 | $203K | Hold |
21,000
| – | – | 0.07% | 95 |
|
2014
Q4 | $202K | Hold |
21,000
| – | – | 0.06% | 97 |
|
2014
Q3 | $191K | Hold |
21,000
| – | – | 0.07% | 97 |
|
2014
Q2 | $196K | Hold |
21,000
| – | – | 0.08% | 95 |
|
2014
Q1 | $189K | Hold |
21,000
| – | – | 0.09% | 97 |
|
2013
Q4 | $178K | Hold |
21,000
| – | – | 0.09% | 95 |
|
2013
Q3 | $182K | Hold |
21,000
| – | – | 0.1% | 90 |
|
2013
Q2 | $196K | Buy |
+21,000
| New | +$196K | 0.11% | 88 |
|