Wealthcare Advisory Partners’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $58.5K | Hold |
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|
2024
Q4 | $58.9K | Hold |
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|
2024
Q3 | $63.1K | Hold |
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|
2024
Q2 | $60.2K | Hold |
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|
2024
Q1 | $59.4K | Sell |
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|
2023
Q4 | $67.9K | Sell |
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|
2023
Q3 | $77.6K | Sell |
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|
2023
Q2 | $109K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $82K | Buy |
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