Mather Group’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
-2,000
Closed -$20.4K 1807
2024
Q3
$20.4K Hold
2,000
﹤0.01% 1060
2024
Q2
$17.9K Buy
+2,000
New +$19.2K ﹤0.01% 1289

Mather Group's KSM Position: Q4 2024 in Review

Mather Group sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2024, closing a stake of 2,000 shares — an estimated $20.4K sold.

Mather Group first reported a position in KSM in Q2 2024 and held it in 2 quarters. The position peaked at $20.4K in Q3 2024. 0 funds tracked by Wall St. Rank hold KSM as of Q4 2024.

  • Mather Group reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • Mather Group sold 2,000 DWS Strategic Municipal Income Trust shares in Q4 2024, an estimated $20.4K.
  • Mather Group first reported a position in DWS Strategic Municipal Income Trust in Q2 2024 and held it in 2 quarters.
  • Mather Group's DWS Strategic Municipal Income Trust position peaked at $20.4K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2024.

Based on Mather Group's 13F filing for Q4 2024, filed 27 Jan 2025.