Basepoint Wealth LLC’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
|
|||||
|
2025
Q1 | $215K | Buy |
|
|||||
|
2024
Q4 | $213K | Buy |
|
|||||
|
2024
Q3 | $213K | Buy |
|
|||||
|
2024
Q2 | $206K | Buy |
|
|||||
|
2024
Q1 | $201K | Buy |
|
|||||
|
2023
Q4 | $200K | Buy |
|
|||||
|
2023
Q3 | $192K | Sell |
|
|||||
|
2023
Q2 | $200K | Sell |
|
|||||
|
2023
Q1 | $216K | Buy |
|
|||||
|
2022
Q4 | $212K | Buy |
|
|||||
|
2022
Q3 | $214K | Buy |
|
|||||
|
2022
Q2 | $227K | Buy |
|
|||||
|
2022
Q1 | $248K | Buy |
|
|||||
|
2021
Q4 | $269K | Buy |
|