MWM
KSM
Melfa Wealth Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$483 | 0.22% | 111 |
|
|
2023
Q4 | $291K | Buy |
33,639
+69
| +0.2% | +$597 | 0.27% | 82 |
|
|
2023
Q3 | $253K | Buy |
33,570
+104
| +0.3% | +$783 | 0.27% | 86 |
|
|
2023
Q2 | $284K | Buy |
33,466
+73
| +0.2% | +$619 | 0.29% | 81 |
|
|
2023
Q1 | $283K | Buy |
33,393
+57
| +0.2% | +$483 | 0.28% | 84 |
|
|
2022
Q4 | $272K | Buy |
+33,336
| New | +$272K | 0.28% | 89 |
|