PMFA
KSM

Plante Moran Financial Advisors’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Plante Moran Financial Advisors’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
-1,346
Closed -$13.7K – 998
2024
Q3 		$13.7K Hold
1,346
– – ﹤0.01% 574
2024
Q2 		$13.3K Hold
1,346
– – ﹤0.01% 539
2024
Q1 		$12K Hold
1,346
– – ﹤0.01% 579
2023
Q4 		$11.6K Hold
1,346
– – ﹤0.01% 535
2023
Q3 		$10.1K Hold
1,346
– – ﹤0.01% 531
2023
Q2 		$11.4K Hold
1,346
– – ﹤0.01% 537
2023
Q1 		$11.4K Hold
1,346
– – ﹤0.01% 546
2022
Q4 		$11K Hold
1,346
– – ﹤0.01% 565
2022
Q3 		$11K Hold
1,346
– – ﹤0.01% 570
2022
Q2 		$12K Hold
1,346
– – ﹤0.01% 582
2022
Q1 		$14K Hold
1,346
– – ﹤0.01% 561
2021
Q4 		$16K Buy
+1,346
New +$16.6K ﹤0.01% 611

Plante Moran Financial Advisors's KSM Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2024, closing a stake of 1,346 shares — an estimated $13.7K sold.

Plante Moran Financial Advisors first reported a position in KSM in Q4 2021 and held it in 12 quarters. The position peaked at $16K in Q4 2021. 0 funds tracked by Wall St. Rank hold KSM as of Q4 2024.

  • Plante Moran Financial Advisors reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,346 DWS Strategic Municipal Income Trust shares in Q4 2024, an estimated $13.7K.
  • Plante Moran Financial Advisors first reported a position in DWS Strategic Municipal Income Trust in Q4 2021 and held it in 12 quarters.
  • Plante Moran Financial Advisors's DWS Strategic Municipal Income Trust position peaked at $16K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.