Plante Moran Financial Advisors’s DWS Strategic Municipal Income Trust KSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,346
| Closed | -$13.7K | – | 1004 |
|
|
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% | 580 |
|
|
2022
Q1 | $14K | Hold |
1,346
| – | – | ﹤0.01% | 561 |
|
|
2021
Q4 | $16K | Buy |
+1,346
| New | +$16K | ﹤0.01% | 611 |
|