WAM
DSM
Wakefield Asset Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,221
| Closed | -$10K | – | 169 |
|
|
2019
Q2 | $10K | Sell |
1,221
-208,485
| -99% | -$1.71M | ﹤0.01% | 163 |
|
|
2019
Q1 | $1.62M | Buy |
209,706
+6,957
| +3% | +$53.8K | 0.59% | 56 |
|
|
2018
Q4 | $1.42M | Buy |
202,749
+99,987
| +97% | +$698K | 0.61% | 56 |
|
|
2018
Q3 | $754K | Buy |
+102,762
| New | +$754K | 0.29% | 65 |
|