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Smallwood Wealth Investment Management, LLC → DSM
Smallwood Wealth Investment Management, LLC DSM Position History
BNY Mellon Strategic Municipal Bond Fund, Inc. • Financial Services
Quarters held
4
Latest value
$34K
Q3 2026
Peak value
$40K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $40K |
| Q1 2026 | $39K |
| Q2 2026 | $40K |
| Q3 2026 | $34K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $34K | 6.5K | — | — |
| Q2 2026 | $40K | 6.5K | — | — |
| Q1 2026 | $39K | 6.5K | — | — |
| Q4 2025 | $40K | 6.5K | — | — |
Other funds holding DSM
$289.4M