Melfa Wealth Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Melfa Wealth Management’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	-33,693	Closed	-$343K	–	205
2024 Q3	$343K	Hold	33,693	–	–	0.23%	109
2024 Q2	$332K	Hold	33,693	–	–	0.23%	106
2024 Q1	$301K	Buy	33,693 +54	+0.2%	+$476	0.22%	111
2023 Q4	$291K	Buy	33,639 +69	+0.2%	+$550	0.27%	82
2023 Q3	$253K	Buy	33,570 +104	+0.3%	+$854	0.27%	86
2023 Q2	$284K	Buy	33,466 +73	+0.2%	+$611	0.29%	81
2023 Q1	$283K	Buy	33,393 +57	+0.2%	+$483	0.28%	84
2022 Q4	$272K	Buy	+33,336	New	+$267K	0.28%	89

Melfa Wealth Management's KSM Position: Q4 2024 in Review

Melfa Wealth Management sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2024, closing a stake of 33,693 shares — an estimated $343K sold.

Melfa Wealth Management first reported a position in KSM in Q4 2022 and held it in 8 quarters. The position peaked at $343K in Q3 2024. 0 funds tracked by Wall St. Rank hold KSM as of Q4 2024.

Melfa Wealth Management reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
Melfa Wealth Management sold 33,693 DWS Strategic Municipal Income Trust shares in Q4 2024, an estimated $343K.
Melfa Wealth Management first reported a position in DWS Strategic Municipal Income Trust in Q4 2022 and held it in 8 quarters.
Melfa Wealth Management's DWS Strategic Municipal Income Trust position peaked at $343K in Q3 2024.
0 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2024.

Based on Melfa Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.