Rothschild Investment LLC’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 |
-2,000
| Closed | -$20.4K | – | 3085 |
|
|
2024
Q3 | $20.4K | Sell |
2,000
-5,000
| -71% | -$51K | ﹤0.01% | 993 |
|
|
2024
Q2 | $69K | Hold |
7,000
| – | – | ﹤0.01% | 696 |
|
|
2024
Q1 | $62.6K | Hold |
7,000
| – | – | ﹤0.01% | 692 |
|
|
2023
Q4 | $60.6K | Buy |
+7,000
| New | +$60.6K | 0.01% | 631 |
|
|
2022
Q4 | – | Sell |
-17,000
| Closed | -$134K | – | 497 |
|
|
2022
Q3 | $134K | Buy |
17,000
+7,000
| +70% | +$55.2K | 0.01% | 444 |
|
|
2022
Q2 | $91K | Buy |
+10,000
| New | +$91K | 0.01% | 458 |
|