Wealthcare Advisory Partners’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 | – | Sell |
-10,131
| Closed | -$58.5K | – | 982 |
|
|
2025
Q1 | $58.5K | Hold |
10,131
| – | – | ﹤0.01% | 897 |
|
|
2024
Q4 | $58.9K | Hold |
10,131
| – | – | ﹤0.01% | 883 |
|
|
2024
Q3 | $63.1K | Hold |
10,131
| – | – | ﹤0.01% | 868 |
|
|
2024
Q2 | $60.2K | Hold |
10,131
| – | – | ﹤0.01% | 814 |
|
|
2024
Q1 | $59.4K | Sell |
10,131
-1,755
| -15% | -$10.3K | ﹤0.01% | 793 |
|
|
2023
Q4 | $67.9K | Sell |
11,886
-3,730
| -24% | -$21.3K | ﹤0.01% | 741 |
|
|
2023
Q3 | $77.6K | Sell |
15,616
-3,442
| -18% | -$17.1K | ﹤0.01% | 689 |
|
|
2023
Q2 | $109K | Buy |
+19,058
| New | +$109K | ﹤0.01% | 709 |
|
|
2023
Q1 | – | Sell |
-46,013
| Closed | -$266K | – | 700 |
|
|
2022
Q4 | $266K | Sell |
46,013
-10,389
| -18% | -$60K | 0.01% | 567 |
|
|
2022
Q3 | $319K | Buy |
56,402
+43,152
| +326% | +$244K | 0.02% | 467 |
|
|
2022
Q2 | $82K | Buy |
+13,250
| New | +$82K | 0.01% | 554 |
|