Ackerman Capital Advisors’s DWS Strategic Municipal Income Trust KSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-47,533
| Closed | -$484K | – | 111 |
|
|
2024
Q3 | $484K | Buy |
+47,533
| New | +$484K | 0.13% | 71 |
|
|
2023
Q3 | – | Sell |
-62,759
| Closed | -$533K | – | 110 |
|
|
2023
Q2 | $533K | Sell |
62,759
-43,561
| -41% | -$370K | 0.14% | 62 |
|
|
2023
Q1 | $902K | Sell |
106,320
-16,725
| -14% | -$142K | 0.23% | 52 |
|
|
2022
Q4 | $1.01M | Buy |
123,045
+32,953
| +37% | +$269K | 0.27% | 48 |
|
|
2022
Q3 | $713K | Buy |
90,092
+9,526
| +12% | +$75.4K | 0.2% | 53 |
|
|
2022
Q2 | $735K | Buy |
80,566
+43,792
| +119% | +$400K | 0.2% | 54 |
|
|
2022
Q1 | $380K | Buy |
+36,774
| New | +$380K | 0.09% | 81 |
|
|
2021
Q4 | – | Sell |
-19,526
| Closed | -$240K | – | 130 |
|
|
2021
Q3 | $240K | Sell |
19,526
-21,285
| -52% | -$262K | 0.06% | 97 |
|
|
2021
Q2 | $514K | Sell |
40,811
-2,122
| -5% | -$26.7K | 0.12% | 59 |
|
|
2021
Q1 | $508K | Sell |
42,933
-55,392
| -56% | -$655K | 0.12% | 69 |
|
|
2020
Q4 | $1.12M | Sell |
98,325
-17,647
| -15% | -$201K | 0.29% | 36 |
|
|
2020
Q3 | $1.26M | Buy |
115,972
+40,072
| +53% | +$435K | 0.35% | 32 |
|
|
2020
Q2 | $797K | Buy |
75,900
+40,900
| +117% | +$429K | 0.24% | 41 |
|
|
2020
Q1 | $361K | Buy |
+35,000
| New | +$361K | 0.14% | 56 |
|