Creative Planning’s DWS Municipal Income Trust KTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
24,609
+253
| +1% | +$2.24K | ﹤0.01% | 3150 |
|
|
2025
Q1 | $228K | Buy |
24,356
+9,118
| +60% | +$85.5K | ﹤0.01% | 2954 |
|
|
2024
Q4 | $144K | Buy |
15,238
+3,171
| +26% | +$30K | ﹤0.01% | 3065 |
|
|
2024
Q3 | $120K | Buy |
12,067
+218
| +2% | +$2.17K | ﹤0.01% | 2977 |
|
|
2024
Q2 | $112K | Buy |
11,849
+222
| +2% | +$2.1K | ﹤0.01% | 2806 |
|
|
2024
Q1 | $105K | Sell |
11,627
-11,057
| -49% | -$99.8K | ﹤0.01% | 2687 |
|
|
2023
Q4 | $202K | Buy |
+22,684
| New | +$202K | ﹤0.01% | 2421 |
|
|
2021
Q2 | – | Sell |
-16,276
| Closed | -$190K | – | 2180 |
|
|
2021
Q1 | $190K | Buy |
16,276
+64
| +0.4% | +$747 | ﹤0.01% | 2070 |
|
|
2020
Q4 | $189K | Sell |
16,212
-4,876
| -23% | -$56.8K | ﹤0.01% | 1887 |
|
|
2020
Q3 | $234K | Sell |
21,088
-18,463
| -47% | -$205K | ﹤0.01% | 1564 |
|
|
2020
Q2 | $427K | Sell |
39,551
-7,479
| -16% | -$80.7K | ﹤0.01% | 1103 |
|
|
2020
Q1 | $507K | Buy |
47,030
+9,764
| +26% | +$105K | ﹤0.01% | 927 |
|
|
2019
Q4 | $422K | Buy |
37,266
+81
| +0.2% | +$917 | ﹤0.01% | 1194 |
|
|
2019
Q3 | $431K | Buy |
37,185
+21
| +0.1% | +$243 | ﹤0.01% | 1142 |
|
|
2019
Q2 | $419K | Buy |
37,164
+22
| +0.1% | +$248 | ﹤0.01% | 1164 |
|
|
2019
Q1 | $409K | Sell |
37,142
-598
| -2% | -$6.59K | ﹤0.01% | 1147 |
|
|
2018
Q4 | $389K | Hold |
37,740
| – | – | ﹤0.01% | 1080 |
|
|
2018
Q3 | $396K | Buy |
37,740
+4,986
| +15% | +$52.3K | ﹤0.01% | 1214 |
|
|
2018
Q2 | $361K | Buy |
32,754
+12,709
| +63% | +$140K | ﹤0.01% | 1247 |
|
|
2018
Q1 | $225K | Buy |
20,045
+1,616
| +9% | +$18.1K | ﹤0.01% | 1514 |
|
|
2017
Q4 | $219K | Sell |
18,429
-3,428
| -16% | -$40.7K | ﹤0.01% | 1535 |
|
|
2017
Q3 | $278K | Buy |
21,857
+2,580
| +13% | +$32.8K | ﹤0.01% | 1361 |
|
|
2017
Q2 | $260K | Sell |
19,277
-4,690
| -20% | -$63.3K | ﹤0.01% | 1357 |
|
|
2017
Q1 | $318K | Buy |
23,967
+100
| +0.4% | +$1.33K | ﹤0.01% | 1217 |
|
|
2016
Q4 | $313K | Hold |
23,867
| – | – | ﹤0.01% | 1160 |
|
|
2016
Q3 | $336K | Buy |
23,867
+4,208
| +21% | +$59.2K | ﹤0.01% | 1118 |
|
|
2016
Q2 | $284K | Hold |
19,659
| – | – | ﹤0.01% | 1077 |
|
|
2016
Q1 | $275K | Buy |
19,659
+12,900
| +191% | +$180K | ﹤0.01% | 1039 |
|
|
2015
Q4 | $91K | Buy |
6,759
+5,430
| +409% | +$73.1K | ﹤0.01% | 1672 |
|
|
2015
Q3 | $17K | Buy |
+1,329
| New | +$17K | ﹤0.01% | 2829 |
|
|
2015
Q2 | – | Sell |
-1,329
| Closed | -$19K | – | 2031 |
|
|
2015
Q1 | $19K | Buy |
1,329
+200
| +18% | +$2.86K | ﹤0.01% | 2730 |
|
|
2014
Q4 | $15K | Hold |
1,129
| – | – | ﹤0.01% | 2823 |
|
|
2014
Q3 | $15K | Buy |
+1,129
| New | +$15K | ﹤0.01% | 2673 |
|
|
2014
Q2 | – | Sell |
-1,129
| Closed | -$15K | – | 3739 |
|
|
2014
Q1 | $15K | Sell |
1,129
-200
| -15% | -$2.66K | ﹤0.01% | 2515 |
|
|
2013
Q4 | $16K | Sell |
1,329
-2,800
| -68% | -$33.7K | ﹤0.01% | 2316 |
|
|
2013
Q3 | $51K | Buy |
4,129
+3,000
| +266% | +$37.1K | ﹤0.01% | 1492 |
|
|
2013
Q2 | $15K | Buy |
+1,129
| New | +$15K | ﹤0.01% | 2088 |
|