SeaCrest Wealth Management’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,275
| Closed | -$15K | – | 850 |
|
|
2022
Q2 | $15K | Buy |
+1,275
| New | +$15K | ﹤0.01% | 1597 |
|
|
2019
Q2 | – | Sell |
-1,535
| Closed | -$20K | – | 855 |
|
|
2019
Q1 | $20K | Hold |
1,535
| – | – | ﹤0.01% | 1283 |
|
|
2018
Q4 | $19K | Hold |
1,535
| – | – | ﹤0.01% | 1250 |
|
|
2018
Q3 | $20K | Hold |
1,535
| – | – | ﹤0.01% | 1371 |
|
|
2018
Q2 | $20K | Sell |
1,535
-160
| -9% | -$2.09K | ﹤0.01% | 1359 |
|
|
2018
Q1 | $23K | Hold |
1,695
| – | – | ﹤0.01% | 1271 |
|
|
2017
Q4 | $24K | Buy |
+1,695
| New | +$24K | ﹤0.01% | 1266 |
|