Accel Wealth Management’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,122
| Closed | -$12.4K | – | 353 |
|
|
2023
Q1 | $12.4K | Hold |
1,122
| – | – | 0.01% | 835 |
|
|
2022
Q4 | $12.2K | Hold |
1,122
| – | – | 0.01% | 666 |
|
|
2022
Q3 | $13K | Buy |
1,122
+9
| +0.8% | +$104 | 0.01% | 673 |
|
|
2022
Q2 | $14K | Buy |
1,113
+9
| +0.8% | +$113 | 0.01% | 623 |
|
|
2022
Q1 | $14K | Buy |
1,104
+21
| +2% | +$266 | 0.01% | 636 |
|
|
2021
Q4 | $15K | Buy |
1,083
+7
| +0.7% | +$97 | 0.01% | 621 |
|
|
2021
Q3 | $16K | Buy |
1,076
+9
| +0.8% | +$134 | 0.01% | 546 |
|
|
2021
Q2 | $16K | Buy |
1,067
+9
| +0.9% | +$135 | 0.01% | 591 |
|
|
2021
Q1 | $15K | Buy |
1,058
+9
| +0.9% | +$128 | 0.01% | 569 |
|
|
2020
Q4 | $16K | Buy |
+1,049
| New | +$16K | 0.01% | 535 |
|