Atlas Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-532,093
| Closed | -$5.88M | – | 99 |
|
|
2024
Q2 | $5.88M | Buy |
+532,093
| New | +$5.88M | 0.69% | 40 |
|
|
2023
Q4 | – | Sell |
-325,914
| Closed | -$3.48M | – | 94 |
|
|
2023
Q3 | $3.48M | Buy |
325,914
+98,117
| +43% | +$1.05M | 0.65% | 39 |
|
|
2023
Q2 | $2.5M | Buy |
227,797
+36,115
| +19% | +$397K | 0.46% | 48 |
|
|
2023
Q1 | $2.12M | Buy |
191,682
+40,684
| +27% | +$451K | 0.42% | 51 |
|
|
2022
Q4 | $1.65M | Buy |
+150,998
| New | +$1.65M | 0.44% | 45 |
|