Carson Wealth (CWM LLC)’s DWS Municipal Income Trust KTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,549
| Closed | -$22K | – | 4346 |
|
|
2023
Q2 | $22K | Buy |
2,549
+49
| +2% | +$423 | ﹤0.01% | 2577 |
|
|
2023
Q1 | $22K | Buy |
2,500
+2,470
| +8,233% | +$21.7K | ﹤0.01% | 2431 |
|
|
2022
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 4100 |
|
|
2022
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 4039 |
|
|
2022
Q2 | $0 | Buy |
+30
| New | – | ﹤0.01% | 3932 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 3684 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3553 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2935 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2935 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2935 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2935 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2935 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2935 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2935 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2935 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2935 |
|
|
2019
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 3095 |
|