LPL Financial’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $188K | Buy |
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|
2018
Q2 | $194K | Sell |
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|
2018
Q1 | $224K | Buy |
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|
2017
Q4 | $143K | Sell |
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|
2017
Q3 | $165K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $200K | Buy |
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|
2016
Q4 | $152K | Sell |
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|
2016
Q3 | $185K | Buy |
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $238K | Buy |
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|
2015
Q4 | $228K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $264K | Sell |
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|
2013
Q4 | $311K | Buy |
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|
2013
Q3 | $269K | Sell |
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|
2013
Q2 | $333K | Buy |
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