Doliver Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-14,233
| Closed | -$155K | – | 309 |
|
2018
Q2 | $155K | Sell |
14,233
-11
| -0.1% | -$120 | 0.06% | 263 |
|
2018
Q1 | $157K | Buy |
14,244
+3,407
| +31% | +$37.6K | 0.07% | 267 |
|
2017
Q4 | $128K | Sell |
10,837
-4,050
| -27% | -$47.8K | 0.05% | 277 |
|
2017
Q3 | $182K | Buy |
+14,887
| New | +$182K | 0.08% | 223 |
|
2016
Q3 | – | Sell |
-16,262
| Closed | -$235K | – | 253 |
|
2016
Q2 | $235K | Buy |
+16,262
| New | +$235K | 0.2% | 129 |
|