Telemus Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,300
| Closed | -$128K | – | 354 |
|
|
2021
Q4 | $128K | Hold |
15,300
| – | – | 0.01% | 368 |
|
|
2021
Q3 | $122K | Hold |
15,300
| – | – | 0.01% | 343 |
|
|
2021
Q2 | $126K | Sell |
15,300
-10,750
| -41% | -$88.5K | 0.01% | 339 |
|
|
2021
Q1 | $205K | Buy |
26,050
+10,750
| +70% | +$84.6K | 0.01% | 374 |
|
|
2020
Q4 | $120K | Buy |
+15,300
| New | +$120K | 0.01% | 371 |
|