Thomas J. Herzfeld Advisors’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 | $2.05M | Buy |
366,054
+238,330
| +187% | +$1.33M | 0.73% | 37 |
|
|
2025
Q1 | $737K | Buy |
127,724
+20,451
| +19% | +$118K | 0.25% | 64 |
|
|
2024
Q4 | $623K | Buy |
107,273
+7,563
| +8% | +$43.9K | 0.2% | 73 |
|
|
2024
Q3 | $621K | Buy |
99,710
+1,215
| +1% | +$7.57K | 0.21% | 71 |
|
|
2024
Q2 | $585K | Buy |
98,495
+41,758
| +74% | +$248K | 0.21% | 72 |
|
|
2024
Q1 | $332K | Buy |
56,737
+17,717
| +45% | +$104K | 0.12% | 84 |
|
|
2023
Q4 | $223K | Buy |
+39,020
| New | +$223K | 0.08% | 83 |
|