WAM
DSM
Worth Asset Management’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
Q2 | – | Hold |
0
| – | – | – | 475 |
|
|
2023
Q1 | – | Sell |
-25,429
| Closed | -$147K | – | 496 |
|
|
2022
Q4 | $147K | Hold |
25,429
| – | – | 0.1% | 91 |
|
|
2022
Q3 | $144K | Hold |
25,429
| – | – | 0.11% | 72 |
|
|
2022
Q2 | $158K | Sell |
25,429
-16,067
| -39% | -$99.8K | 0.11% | 90 |
|
|
2022
Q1 | $265K | Buy |
+41,496
| New | +$265K | 0.17% | 59 |
|