SWA
DSM
Sutton Wealth Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-270
| Closed | -$2.06K | – | 1140 |
|
|
2018
Q1 | $2.06K | Hold |
270
| – | – | ﹤0.01% | 1003 |
|
|
2017
Q4 | $2.31K | Hold |
270
| – | – | ﹤0.01% | 958 |
|
|
2017
Q3 | $2.29K | Hold |
270
| – | – | ﹤0.01% | 943 |
|
|
2017
Q2 | $2.3K | Hold |
270
| – | – | ﹤0.01% | 950 |
|
|
2017
Q1 | $2.24K | Hold |
270
| – | – | ﹤0.01% | 931 |
|
|
2016
Q4 | $2.17K | Hold |
270
| – | – | ﹤0.01% | 926 |
|
|
2016
Q3 | $2.39K | Buy |
+270
| New | +$2.39K | ﹤0.01% | 911 |
|