Washington Trust 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,500
| Closed | -$38.1K | – | 666 |
|
2024
Q1 | $38.1K | Hold |
6,500
| – | – | ﹤0.01% | 342 |
|
2023
Q4 | $37.1K | Hold |
6,500
| – | – | ﹤0.01% | 342 |
|
2023
Q3 | $32.3K | Hold |
6,500
| – | – | ﹤0.01% | 350 |
|
2023
Q2 | $37.1K | Sell |
6,500
-1,000
| -13% | -$5.7K | ﹤0.01% | 324 |
|
2023
Q1 | $45.1K | Hold |
7,500
| – | – | ﹤0.01% | 323 |
|
2022
Q4 | $43.4K | Hold |
7,500
| – | – | ﹤0.01% | 322 |
|
2022
Q3 | $42K | Hold |
7,500
| – | – | ﹤0.01% | 411 |
|
2022
Q2 | $47K | Hold |
7,500
| – | – | ﹤0.01% | 409 |
|
2022
Q1 | $53K | Hold |
7,500
| – | – | ﹤0.01% | 432 |
|
2021
Q4 | $63K | Buy |
+7,500
| New | +$63K | ﹤0.01% | 431 |
|