Summit Financial Wealth Advisors’s DWS Municipal Income Trust KTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $234K | Hold |
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|
2025
Q2 | $225K | Hold |
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|
2025
Q1 | $238K | Hold |
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|
2024
Q4 | $243K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $410K | Hold |
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|
2021
Q4 | $462K | Hold |
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|
2021
Q3 | $469K | Hold |
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|
2021
Q2 | $482K | Buy |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $290K | Sell |
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|
2020
Q3 | $439K | Sell |
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|
2020
Q2 | $474K | Sell |
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|
2020
Q1 | $540K | Sell |
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|
2019
Q4 | $726K | Hold |
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|
2019
Q3 | $719K | Buy |
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|
2019
Q2 | $699K | Sell |
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|
2019
Q1 | $703K | Buy |
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|
2018
Q4 | $635K | Sell |
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|
2018
Q3 | $734K | Sell |
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|
2018
Q2 | $968K | Hold |
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|
2018
Q1 | $968K | Sell |
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|
2017
Q4 | $1.06M | Buy |
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|
2017
Q3 | $1.07M | Buy |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $1.12M | Sell |
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|
2016
Q4 | $1.22M | Buy |
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|
2016
Q3 | $1.02M | Buy |
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|
2016
Q2 | $954K | Buy |
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|
2016
Q1 | $849K | Buy |
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|
2015
Q4 | $799K | Hold |
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|
2015
Q3 | $775K | Buy |
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|
2015
Q2 | $528K | Buy |
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