BHPW
DTF
Beverly Hills Private Wealth’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
313,043
+6,955
| +2% | +$77.8K | 0.66% | 40 |
|
|
2025
Q1 | $3.43M | Buy |
306,088
+57,141
| +23% | +$641K | 0.68% | 36 |
|
|
2024
Q4 | $2.79M | Buy |
248,947
+148,014
| +147% | +$1.66M | 0.56% | 45 |
|
|
2024
Q3 | $1.14M | Buy |
100,933
+42,431
| +73% | +$478K | 0.23% | 113 |
|
|
2024
Q2 | $641K | Buy |
58,502
+29,990
| +105% | +$329K | 0.14% | 156 |
|
|
2024
Q1 | $307K | Buy |
+28,512
| New | +$307K | 0.07% | 271 |
|