WMS
DSM
Wealth Management Solutions’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $124K | Hold |
24,989
| – | – | 0.09% | 81 |
|
|
2023
Q2 | $142K | Hold |
24,989
| – | – | 0.09% | 80 |
|
|
2023
Q1 | $150K | Sell |
24,989
-207
| -0.8% | -$1.24K | 0.09% | 85 |
|
|
2022
Q4 | $146K | Buy |
25,196
+11,390
| +83% | +$66K | 0.08% | 87 |
|
|
2022
Q3 | $78K | Buy |
+13,806
| New | +$78K | 0.05% | 83 |
|
|
2022
Q2 | – | Sell |
-13,806
| Closed | -$98K | – | 97 |
|
|
2022
Q1 | $98K | Hold |
13,806
| – | – | 0.05% | 111 |
|
|
2021
Q4 | $115K | Buy |
+13,806
| New | +$115K | 0.06% | 119 |
|