GPS Wealth Strategies Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-332
| Closed | -$3.54K | – | 1262 |
|
|
2023
Q3 | $3.54K | Hold |
332
| – | – | ﹤0.01% | 1036 |
|
|
2023
Q2 | $3.58K | Hold |
332
| – | – | ﹤0.01% | 1039 |
|
|
2023
Q1 | $3.68K | Buy |
+332
| New | +$3.68K | ﹤0.01% | 1029 |
|
|
2022
Q4 | – | Sell |
-332
| Closed | -$4K | – | 378 |
|
|
2022
Q3 | $4K | Hold |
332
| – | – | ﹤0.01% | 923 |
|
|
2022
Q2 | $4K | Hold |
332
| – | – | ﹤0.01% | 915 |
|
|
2022
Q1 | $4K | Buy |
+332
| New | +$4K | ﹤0.01% | 879 |
|