LPL Financial’s DWS Strategic Municipal Income Trust KSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-39,008
| Closed | -$397K | – | 5510 |
|
|
2024
Q3 | $397K | Sell |
39,008
-1,450
| -4% | -$14.6K | ﹤0.01% | 4206 |
|
|
2024
Q2 | $399K | Sell |
40,458
-1,500
| -4% | -$14.4K | ﹤0.01% | 4046 |
|
|
2024
Q1 | $375K | Sell |
41,958
-1,000
| -2% | -$8.81K | ﹤0.01% | 4023 |
|
|
2023
Q4 | $372K | Sell |
42,958
-14,585
| -25% | -$116K | ﹤0.01% | 3912 |
|
|
2023
Q3 | $433K | Sell |
57,543
-5,327
| -8% | -$43.8K | ﹤0.01% | 3601 |
|
|
2023
Q2 | $533K | Buy |
62,870
+1,231
| +2% | +$10.3K | ﹤0.01% | 3387 |
|
|
2023
Q1 | $523K | Sell |
61,639
-9,595
| -13% | -$81.4K | ﹤0.01% | 3283 |
|
|
2022
Q4 | $582K | Buy |
71,234
+6,510
| +10% | +$52.2K | ﹤0.01% | 3114 |
|
|
2022
Q3 | $512K | Buy |
64,724
+31,821
| +97% | +$289K | ﹤0.01% | 3133 |
|
|
2022
Q2 | $300K | Buy |
+32,903
| New | +$311K | ﹤0.01% | 3628 |
|
|
2022
Q1 | – | Sell |
-10,736
| Closed | -$131K | – | 4433 |
|
|
2021
Q4 | $131K | Buy |
+10,736
| New | +$132K | ﹤0.01% | 4078 |
|
|
2018
Q4 | – | Sell |
-12,843
| Closed | -$136K | – | 3271 |
|
|
2018
Q3 | $136K | Buy |
12,843
+1,467
| +13% | +$15.9K | ﹤0.01% | 3086 |
|
|
2018
Q2 | $124K | Sell |
11,376
-900
| -7% | -$9.77K | ﹤0.01% | 3085 |
|
|
2018
Q1 | $135K | Sell |
12,276
-840
| -6% | -$9.41K | ﹤0.01% | 3037 |
|
|
2017
Q4 | $155K | Sell |
13,116
-886
| -6% | -$10.6K | ﹤0.01% | 2869 |
|
|
2017
Q3 | $171K | Buy |
14,002
+3,186
| +29% | +$39.5K | ﹤0.01% | 2695 |
|
|
2017
Q2 | $135K | Sell |
10,816
-14,196
| -57% | -$179K | ﹤0.01% | 2677 |
|
|
2017
Q1 | $310K | Buy |
25,012
+647
| +3% | +$8.04K | ﹤0.01% | 2167 |
|
|
2016
Q4 | $299K | Sell |
24,365
-127
| -0.5% | -$1.6K | ﹤0.01% | 2177 |
|
|
2016
Q3 | $343K | Buy |
24,492
+1,805
| +8% | +$26.3K | ﹤0.01% | 2021 |
|
|
2016
Q2 | $322K | Sell |
22,687
-21,035
| -48% | -$292K | ﹤0.01% | 2012 |
|
|
2016
Q1 | $603K | Buy |
43,722
+3,588
| +9% | +$48.8K | ﹤0.01% | 2028 |
|
|
2015
Q4 | $541K | Buy |
40,134
+22,082
| +122% | +$287K | ﹤0.01% | 2138 |
|
|
2015
Q3 | $232K | Sell |
18,052
-27,223
| -60% | -$348K | ﹤0.01% | 2408 |
|
|
2015
Q2 | $593K | Buy |
45,275
+616
| +1% | +$8.31K | ﹤0.01% | 1766 |
|
|
2015
Q1 | $617K | Buy |
44,659
+103
| +0.2% | +$1.45K | ﹤0.01% | 1704 |
|
|
2014
Q4 | $610K | Buy |
44,556
+15,558
| +54% | +$210K | ﹤0.01% | 1632 |
|
|
2014
Q3 | $391K | Buy |
28,998
+1,324
| +5% | +$17.9K | ﹤0.01% | 1971 |
|
|
2014
Q2 | $368K | Buy |
27,674
+632
| +2% | +$8.36K | ﹤0.01% | 2041 |
|
|
2014
Q1 | $352K | Sell |
27,042
-25,673
| -49% | -$333K | ﹤0.01% | 2028 |
|
|
2013
Q4 | $647K | Sell |
52,715
-4,559
| -8% | -$56.3K | ﹤0.01% | 1549 |
|
|
2013
Q3 | $707K | Buy |
57,274
+21,187
| +59% | +$264K | ﹤0.01% | 1401 |
|
|
2013
Q2 | $495K | Buy |
+36,087
| New | +$536K | ﹤0.01% | 1569 |
|
LPL Financial's KSM Position: Q4 2024 in Review
LPL Financial sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2024, closing a stake of 39,008 shares — an estimated $397K sold.
LPL Financial first reported a position in KSM in Q2 2013 and held it in 33 quarters. The position peaked at $707K in Q3 2013. 0 funds tracked by Wall St. Rank hold KSM as of Q4 2024.
- LPL Financial reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
- LPL Financial sold 39,008 DWS Strategic Municipal Income Trust shares in Q4 2024, an estimated $397K.
- LPL Financial first reported a position in DWS Strategic Municipal Income Trust in Q2 2013 and held it in 33 quarters.
- LPL Financial's DWS Strategic Municipal Income Trust position peaked at $707K in Q3 2013.
- 0 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2024.
Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.