Realta Investment Advisors’s DWS Strategic Municipal Income Trust KSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,000
| Closed | -$122K | – | 426 |
|
|
2024
Q3 | $122K | Hold |
12,000
| – | – | 0.06% | 206 |
|
|
2024
Q2 | $118K | Hold |
12,000
| – | – | 0.02% | 453 |
|
|
2024
Q1 | $107K | Hold |
12,000
| – | – | 0.02% | 470 |
|
|
2023
Q4 | $104K | Hold |
12,000
| – | – | 0.02% | 429 |
|
|
2023
Q3 | $102K | Hold |
12,000
| – | – | 0.02% | 458 |
|
|
2023
Q2 | $102K | Hold |
12,000
| – | – | 0.02% | 483 |
|
|
2023
Q1 | $102K | Hold |
12,000
| – | – | 0.02% | 411 |
|
|
2022
Q4 | $98K | Hold |
12,000
| – | – | 0.02% | 482 |
|
|
2022
Q3 | $95K | Hold |
12,000
| – | – | 0.02% | 459 |
|
|
2022
Q2 | $110K | Hold |
12,000
| – | – | 0.03% | 379 |
|
|
2022
Q1 | $124K | Hold |
12,000
| – | – | 0.02% | 415 |
|
|
2021
Q4 | $146K | Hold |
12,000
| – | – | 0.03% | 406 |
|
|
2021
Q3 | $147K | Hold |
12,000
| – | – | 0.03% | 396 |
|
|
2021
Q2 | $151K | Hold |
12,000
| – | – | 0.04% | 388 |
|
|
2021
Q1 | $142K | Hold |
12,000
| – | – | 0.04% | 364 |
|
|
2020
Q4 | $137K | Hold |
12,000
| – | – | 0.04% | 320 |
|
|
2020
Q3 | $130K | Hold |
12,000
| – | – | 0.04% | 301 |
|
|
2020
Q2 | $126K | Hold |
12,000
| – | – | 0.04% | 323 |
|
|
2020
Q1 | $124K | Hold |
12,000
| – | – | 0.05% | 278 |
|
|
2019
Q4 | $148K | Hold |
12,000
| – | – | 0.04% | 404 |
|
|
2019
Q3 | $143K | Buy |
12,000
+6,041
| +101% | +$72.6K | 0.04% | 415 |
|
|
2019
Q2 | $71K | Buy |
+5,959
| New | +$68.9K | 0.02% | 593 |
|
Realta Investment Advisors's KSM Position: Q4 2024 in Review
Realta Investment Advisors sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2024, closing a stake of 12,000 shares — an estimated $122K sold.
Realta Investment Advisors first reported a position in KSM in Q2 2019 and held it in 22 quarters. The position peaked at $151K in Q2 2021. 0 funds tracked by Wall St. Rank hold KSM as of Q4 2024.
- Realta Investment Advisors reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
- Realta Investment Advisors sold 12,000 DWS Strategic Municipal Income Trust shares in Q4 2024, an estimated $122K.
- Realta Investment Advisors first reported a position in DWS Strategic Municipal Income Trust in Q2 2019 and held it in 22 quarters.
- Realta Investment Advisors's DWS Strategic Municipal Income Trust position peaked at $151K in Q2 2021.
- 0 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2024.
Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.