Integrated Capital Management (Pennsylvania)’s DWS Strategic Municipal Income Trust KSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,462
| Closed | -$137K | – | 76 |
|
|
2024
Q3 | $137K | Sell |
13,462
-398
| -3% | -$4K | 0.11% | 74 |
|
|
2024
Q2 | $137K | Sell |
13,860
-983
| -7% | -$9.44K | 0.11% | 74 |
|
|
2024
Q1 | $133K | Sell |
14,843
-346
| -2% | -$3.05K | 0.11% | 76 |
|
|
2023
Q4 | $131K | Sell |
15,189
-460
| -3% | -$3.67K | 0.11% | 74 |
|
|
2023
Q3 | $118K | Sell |
15,649
-496
| -3% | -$4.07K | 0.1% | 76 |
|
|
2023
Q2 | $137K | Sell |
16,145
-663
| -4% | -$5.55K | 0.12% | 73 |
|
|
2023
Q1 | $150K | Buy |
16,808
+989
| +6% | +$8.39K | 0.14% | 53 |
|
|
2022
Q4 | $129K | Sell |
15,819
-545
| -3% | -$4.37K | 0.12% | 75 |
|
|
2022
Q3 | $129K | Buy |
16,364
+104
| +0.6% | +$946 | 0.13% | 74 |
|
|
2022
Q2 | $148K | Buy |
16,260
+1,468
| +10% | +$13.9K | 0.14% | 64 |
|
|
2022
Q1 | $153K | Sell |
14,792
-163
| -1% | -$1.8K | 0.13% | 64 |
|
|
2021
Q4 | $181K | Buy |
14,955
+1,013
| +7% | +$12.5K | 0.14% | 60 |
|
|
2021
Q3 | $171K | Buy |
13,942
+1,168
| +9% | +$14.7K | 0.14% | 65 |
|
|
2021
Q2 | $160K | Buy |
12,774
+1,230
| +11% | +$15K | 0.13% | 76 |
|
|
2021
Q1 | $137K | Buy |
11,544
+1,265
| +12% | +$14.8K | 0.12% | 63 |
|
|
2020
Q4 | $117K | Buy |
+10,279
| New | +$113K | 0.09% | 50 |
|
Integrated Capital Management (Pennsylvania)'s KSM Position: Q4 2024 in Review
Integrated Capital Management (Pennsylvania) sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2024, closing a stake of 13,462 shares — an estimated $137K sold.
Integrated Capital Management (Pennsylvania) first reported a position in KSM in Q4 2020 and held it in 16 quarters. The position peaked at $181K in Q4 2021. 0 funds tracked by Wall St. Rank hold KSM as of Q4 2024.
- Integrated Capital Management (Pennsylvania) reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
- Integrated Capital Management (Pennsylvania) sold 13,462 DWS Strategic Municipal Income Trust shares in Q4 2024, an estimated $137K.
- Integrated Capital Management (Pennsylvania) first reported a position in DWS Strategic Municipal Income Trust in Q4 2020 and held it in 16 quarters.
- Integrated Capital Management (Pennsylvania)'s DWS Strategic Municipal Income Trust position peaked at $181K in Q4 2021.
- 0 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2024.
Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q4 2024, filed 14 Jan 2025.