Ladenburg Thalmann Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $6K | Hold |
388
| – | – | ﹤0.01% | 4692 |
|
|
2019
Q3 | $6K | Hold |
388
| – | – | ﹤0.01% | 4595 |
|
|
2019
Q2 | $5K | Hold |
388
| – | – | ﹤0.01% | 4703 |
|
|
2019
Q1 | $5K | Hold |
388
| – | – | ﹤0.01% | 4645 |
|
|
2018
Q4 | $5K | Hold |
388
| – | – | ﹤0.01% | 4574 |
|
|
2018
Q3 | $5K | Sell |
388
-1,996
| -84% | -$25.7K | ﹤0.01% | 4590 |
|
|
2018
Q2 | $32K | Hold |
2,384
| – | – | ﹤0.01% | 3557 |
|
|
2018
Q1 | $32K | Hold |
2,384
| – | – | ﹤0.01% | 3557 |
|
|
2017
Q4 | $33K | Sell |
2,384
-6,000
| -72% | -$83.1K | ﹤0.01% | 3490 |
|
|
2017
Q3 | $119K | Hold |
8,384
| – | – | ﹤0.01% | 2484 |
|
|
2017
Q2 | $123K | Buy |
8,384
+384
| +5% | +$5.63K | ﹤0.01% | 2389 |
|
|
2017
Q1 | $119K | Hold |
8,000
| – | – | ﹤0.01% | 2277 |
|
|
2016
Q4 | $115K | Hold |
8,000
| – | – | ﹤0.01% | 2208 |
|
|
2016
Q3 | $130K | Hold |
8,000
| – | – | ﹤0.01% | 2058 |
|
|
2016
Q2 | $134K | Hold |
8,000
| – | – | ﹤0.01% | 1945 |
|
|
2016
Q1 | $126K | Buy |
8,000
+6,000
| +300% | +$94.5K | ﹤0.01% | 1906 |
|
|
2015
Q4 | $30K | Buy |
+2,000
| New | +$30K | ﹤0.01% | 2937 |
|
|
2015
Q2 | – | Sell |
-2,600
| Closed | -$40K | – | 4672 |
|
|
2015
Q1 | $40K | Hold |
2,600
| – | – | ﹤0.01% | 2718 |
|
|
2014
Q4 | $40K | Buy |
+2,600
| New | +$40K | ﹤0.01% | 2496 |
|
|
2014
Q1 | – | Sell |
-700
| Closed | -$10K | – | 3779 |
|
|
2013
Q4 | $10K | Sell |
700
-3,315
| -83% | -$47.4K | ﹤0.01% | 2926 |
|
|
2013
Q3 | $57K | Hold |
4,015
| – | – | ﹤0.01% | 1735 |
|
|
2013
Q2 | $61K | Buy |
+4,015
| New | +$61K | ﹤0.01% | 1586 |
|