Rothschild Investment LLC’s DWS Strategic Municipal Income Trust KSM Stock Holding History

Rothschild Investment LLC’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	-2,000	Closed	-$20.4K	–	3079
2024 Q3	$20.4K	Sell	2,000 -5,000	-71%	-$50.2K	﹤0.01%	993
2024 Q2	$69K	Hold	7,000	–	–	﹤0.01%	696
2024 Q1	$62.6K	Hold	7,000	–	–	﹤0.01%	692
2023 Q4	$60.5K	Buy	+7,000	New	+$55.8K	0.01%	631
2022 Q4	–	Sell	-17,000	Closed	-$134K	–	497
2022 Q3	$134K	Buy	17,000 +7,000	+70%	+$63.7K	0.01%	444
2022 Q2	$91K	Buy	+10,000	New	+$94.4K	0.01%	458

Rothschild Investment LLC's KSM Position: Q4 2024 in Review

Rothschild Investment LLC sold out of DWS Strategic Municipal Income Trust (KSM) in Q4 2024, closing a stake of 2,000 shares — an estimated $20.4K sold.

Rothschild Investment LLC first reported a position in KSM in Q2 2022 and held it in 6 quarters. The position peaked at $134K in Q3 2022. 0 funds tracked by Wall St. Rank hold KSM as of Q4 2024.

Rothschild Investment LLC reported no remaining DWS Strategic Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
Rothschild Investment LLC sold 2,000 DWS Strategic Municipal Income Trust shares in Q4 2024, an estimated $20.4K.
Rothschild Investment LLC first reported a position in DWS Strategic Municipal Income Trust in Q2 2022 and held it in 6 quarters.
Rothschild Investment LLC's DWS Strategic Municipal Income Trust position peaked at $134K in Q3 2022.
0 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q4 2024.

Based on Rothschild Investment LLC's 13F filing for Q4 2024, filed 4 Feb 2025.