Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,336
| Closed | -$164K | – | 2059 |
|
|
2021
Q3 | $164K | Buy |
11,336
+19
| +0.2% | +$275 | ﹤0.01% | 2003 |
|
|
2021
Q2 | $170K | Buy |
11,317
+18
| +0.2% | +$270 | ﹤0.01% | 1899 |
|
|
2021
Q1 | $162K | Sell |
11,299
-2,400
| -18% | -$34.4K | ﹤0.01% | 1770 |
|
|
2020
Q4 | $203K | Buy |
13,699
+2,437
| +22% | +$36.1K | ﹤0.01% | 1715 |
|
|
2020
Q3 | $163K | Buy |
+11,262
| New | +$163K | ﹤0.01% | 1319 |
|