LIG
KSM

Lokken Investment Group’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Lokken Investment Group’s Portfolio KSM Stock Details KSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$104K 0.08% 115

Lokken Investment Group's KSM Position: Q4 2024 in Review

Lokken Investment Group sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2024, closing a stake of 10,964 shares — an estimated $112K sold.

Lokken Investment Group first reported a position in KSM in Q2 2022 and held it in 10 quarters. The position peaked at $112K in Q3 2024. 0 funds tracked by Wall St. Rank hold KSM as of Q4 2024.

  • Lokken Investment Group reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 10,964 DWS Strategic Municipal Income Trust shares in Q4 2024, an estimated $112K.
  • Lokken Investment Group first reported a position in DWS Strategic Municipal Income Trust in Q2 2022 and held it in 10 quarters.
  • Lokken Investment Group's DWS Strategic Municipal Income Trust position peaked at $112K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.