Segment Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $208K | Hold |
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|
2016
Q3 | $235K | Hold |
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|
2016
Q2 | $241K | Hold |
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|
2016
Q1 | $228K | Hold |
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|
2015
Q4 | $218K | Hold |
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|
2015
Q3 | $210K | Hold |
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|
2015
Q2 | $206K | Hold |
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|
2015
Q1 | $220K | Hold |
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|
2014
Q4 | $221K | Hold |
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|
2014
Q3 | $216K | Hold |
|
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|
2014
Q2 | $235K | Hold |
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|
2014
Q1 | $213K | Hold |
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|
2013
Q4 | $202K | Hold |
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|
2013
Q3 | $206K | Hold |
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|
2013
Q2 | $217K | Buy |
|