IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,000
| Closed | -$28K | – | 3861 |
|
|
2018
Q1 | $28K | Hold |
2,000
| – | – | ﹤0.01% | 2174 |
|
|
2017
Q4 | $28K | Sell |
2,000
-1,298
| -39% | -$18.2K | ﹤0.01% | 2171 |
|
|
2017
Q3 | $47K | Hold |
3,298
| – | – | ﹤0.01% | 2007 |
|
|
2017
Q2 | $48K | Buy |
3,298
+990
| +43% | +$14.4K | ﹤0.01% | 1976 |
|
|
2017
Q1 | $34K | Hold |
2,308
| – | – | ﹤0.01% | 2141 |
|
|
2016
Q4 | $33K | Hold |
2,308
| – | – | ﹤0.01% | 2109 |
|
|
2016
Q3 | $38K | Hold |
2,308
| – | – | ﹤0.01% | 1966 |
|
|
2016
Q2 | $39K | Buy |
+2,308
| New | +$39K | ﹤0.01% | 1915 |
|
|
2016
Q1 | – | Sell |
-2,153
| Closed | -$33K | – | 2619 |
|
|
2015
Q4 | $33K | Buy |
+2,153
| New | +$33K | ﹤0.01% | 1849 |
|