JWCA
DTF

J.W. Cole Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

J.W. Cole Advisors’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$165K Buy
+14,780
New +$165K ﹤0.01% 1380
2025
Q1 		– Sell
-14,780
Closed -$166K – 1280
2024
Q4 		$166K Buy
14,780
+2,500
+20% +$28K 0.01% 921
2024
Q3 		$138K Buy
+12,280
New +$138K 0.01% 914