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Petersen Hastings Wealth Advisors Inc. → DSM
Petersen Hastings Wealth Advisors Inc. DSM Position History
BNY Mellon Strategic Municipal Bond Fund, Inc. • Financial Services
Quarters held
8
Latest value
$151K
Q3 2026
Peak value
$521K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $513K |
| Q4 2025 | $178K |
| Q1 2026 | $507K |
| Q1 2026 | $174K |
| Q2 2026 | $521K |
| Q2 2026 | $178K |
| Q3 2026 | $448K |
| Q3 2026 | $151K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $151K | 28.9K | — | — |
| Q3 2026 | $448K | 80.6K | — | — |
| Q2 2026 | $178K | 28.9K | — | — |
| Q2 2026 | $521K | 80.6K | — | — |
| Q1 2026 | $174K | 28.9K | — | — |
| Q1 2026 | $507K | 80.6K | — | — |
| Q4 2025 | $178K | 28.9K | — | — |
| Q4 2025 | $513K | 80.6K | — | — |
Other funds holding DSM
$289.4M