Concord Wealth Partners’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
Q2 | – | Sell |
-2,000
| Closed | -$17.9K | – | 925 |
|
|
2024
Q1 | $17.9K | Hold |
2,000
| – | – | ﹤0.01% | 501 |
|
|
2023
Q4 | $17.3K | Hold |
2,000
| – | – | ﹤0.01% | 500 |
|
|
2023
Q3 | $15.1K | Hold |
2,000
| – | – | ﹤0.01% | 555 |
|
|
2023
Q2 | $17K | Hold |
2,000
| – | – | ﹤0.01% | 528 |
|
|
2023
Q1 | $17K | Hold |
2,000
| – | – | ﹤0.01% | 514 |
|
|
2022
Q4 | $16.3K | Buy |
+2,000
| New | +$16.3K | ﹤0.01% | 563 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$18K | – | 1238 |
|
|
2022
Q2 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 569 |
|
|
2022
Q1 | $21K | Hold |
2,000
| – | – | 0.01% | 627 |
|
|
2021
Q4 | $24K | Hold |
2,000
| – | – | 0.01% | 608 |
|
|
2021
Q3 | $25K | Hold |
2,000
| – | – | 0.01% | 344 |
|
|
2021
Q2 | $25K | Hold |
2,000
| – | – | 0.01% | 465 |
|
|
2021
Q1 | $24K | Hold |
2,000
| – | – | 0.01% | 450 |
|
|
2020
Q4 | $23K | Buy |
+2,000
| New | +$23K | 0.02% | 299 |
|