Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1K | Hold |
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|
2025
Q1 | $3.1K | Hold |
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|
2024
Q4 | $3.11K | Hold |
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|
2024
Q3 | $3.12K | Sell |
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|
2024
Q2 | $4.88K | Hold |
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|
2024
Q1 | $4.78K | Sell |
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|
2023
Q4 | $11.5K | Hold |
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|
2023
Q3 | $11.4K | Buy |
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|
2023
Q2 | $7.47K | Sell |
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|
2023
Q1 | $9.84K | Hold |
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|
2022
Q4 | $9.69K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $12K | Buy |
|