Melfa Wealth Management’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
14,339
| – | – | 0.1% | 181 |
|
|
2025
Q1 | $161K | Hold |
14,339
| – | – | 0.11% | 176 |
|
|
2024
Q4 | $161K | Hold |
14,339
| – | – | 0.11% | 179 |
|
|
2024
Q3 | $162K | Hold |
14,339
| – | – | 0.11% | 182 |
|
|
2024
Q2 | $157K | Hold |
14,339
| – | – | 0.11% | 175 |
|
|
2024
Q1 | $154K | Buy |
14,339
+36
| +0.3% | +$387 | 0.11% | 169 |
|
|
2023
Q4 | $154K | Buy |
14,303
+47
| +0.3% | +$505 | 0.14% | 123 |
|
|
2023
Q3 | $152K | Buy |
14,256
+69
| +0.5% | +$736 | 0.17% | 113 |
|
|
2023
Q2 | $153K | Buy |
14,187
+55
| +0.4% | +$592 | 0.15% | 118 |
|
|
2023
Q1 | $157K | Buy |
14,132
+48
| +0.3% | +$532 | 0.16% | 116 |
|
|
2022
Q4 | $154K | Buy |
+14,084
| New | +$154K | 0.16% | 113 |
|