Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $11K | Hold |
765
| – | – | ﹤0.01% | 2045 |
|
|
2021
Q1 | $11K | Hold |
765
| – | – | ﹤0.01% | 2045 |
|
|
2020
Q4 | $11K | Hold |
765
| – | – | ﹤0.01% | 2045 |
|
|
2020
Q3 | $11K | Hold |
765
| – | – | ﹤0.01% | 2045 |
|
|
2020
Q2 | $11K | Hold |
765
| – | – | ﹤0.01% | 2045 |
|
|
2020
Q1 | $11K | Hold |
765
| – | – | ﹤0.01% | 2045 |
|
|
2019
Q4 | $11K | Hold |
765
| – | – | ﹤0.01% | 2045 |
|
|
2019
Q3 | $11K | Hold |
765
| – | – | ﹤0.01% | 2045 |
|
|
2019
Q2 | $11K | Hold |
765
| – | – | ﹤0.01% | 2045 |
|
|
2019
Q1 | $11K | Buy |
+765
| New | +$11K | ﹤0.01% | 2045 |
|