Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2156 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3850 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3842 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3882 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3897 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3833 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3805 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3771 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3691 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3654 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3437 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3495 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3446 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3581 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3535 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3436 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3368 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3297 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3137 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3046 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3089 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3030 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2745 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3087 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3065 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2942 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2520 |
|