Lokken Investment Group’s DWS Strategic Municipal Income Trust KSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,964
| Closed | -$112K | – | 164 |
|
|
2024
Q3 | $112K | Hold |
10,964
| – | – | 0.05% | 155 |
|
|
2024
Q2 | $108K | Hold |
10,964
| – | – | 0.05% | 149 |
|
|
2024
Q1 | $98K | Hold |
10,964
| – | – | 0.05% | 141 |
|
|
2023
Q4 | $94.8K | Hold |
10,964
| – | – | 0.05% | 136 |
|
|
2023
Q3 | $82.6K | Hold |
10,964
| – | – | 0.05% | 133 |
|
|
2023
Q2 | $93K | Hold |
10,964
| – | – | 0.06% | 129 |
|
|
2023
Q1 | $93K | Hold |
10,964
| – | – | 0.07% | 126 |
|
|
2022
Q4 | $89.6K | Hold |
10,964
| – | – | 0.07% | 119 |
|
|
2022
Q3 | $87K | Hold |
10,964
| – | – | 0.08% | 113 |
|
|
2022
Q2 | $100K | Buy |
+10,964
| New | +$100K | 0.08% | 115 |
|