WFA
DSM

WMG Financial Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

WMG Financial Advisors’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,620
Closed -$91.1K – 177
2024
Q3 		$91.1K Hold
14,620
– – 0.04% 172
2024
Q2 		$86.8K Buy
+14,620
New +$86.8K 0.05% 152