SFWA
KTF
Summit Financial Wealth Advisors’s DWS Municipal Income Trust KTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $238K | Hold |
25,400
| – | – | 0.05% | 129 |
|
|
2024
Q4 | $243K | Hold |
25,400
| – | – | 0.05% | 135 |
|
|
2024
Q3 | $253K | Hold |
25,400
| – | – | 0.05% | 128 |
|
|
2024
Q2 | $241K | Sell |
25,400
-500
| -2% | -$4.74K | 0.05% | 123 |
|
|
2024
Q1 | $234K | Sell |
25,900
-3,500
| -12% | -$31.6K | 0.05% | 119 |
|
|
2023
Q4 | $261K | Sell |
29,400
-7,137
| -20% | -$63.4K | 0.06% | 106 |
|
|
2023
Q3 | $292K | Hold |
36,537
| – | – | 0.07% | 98 |
|
|
2023
Q2 | $315K | Buy |
36,537
+500
| +1% | +$4.31K | 0.07% | 98 |
|
|
2023
Q1 | $321K | Hold |
36,037
| – | – | 0.08% | 105 |
|
|
2022
Q4 | $310K | Sell |
36,037
-600
| -2% | -$5.17K | 0.07% | 105 |
|
|
2022
Q3 | $294K | Sell |
36,637
-2,000
| -5% | -$16K | 0.08% | 101 |
|
|
2022
Q2 | $362K | Sell |
38,637
-750
| -2% | -$7.03K | 0.09% | 98 |
|
|
2022
Q1 | $410K | Hold |
39,387
| – | – | 0.08% | 89 |
|
|
2021
Q4 | $462K | Hold |
39,387
| – | – | 0.09% | 89 |
|
|
2021
Q3 | $469K | Hold |
39,387
| – | – | 0.11% | 84 |
|
|
2021
Q2 | $482K | Buy |
39,387
+13,200
| +50% | +$162K | 0.11% | 82 |
|
|
2021
Q1 | $305K | Hold |
26,187
| – | – | 0.08% | 86 |
|
|
2020
Q4 | $290K | Sell |
26,187
-14,200
| -35% | -$157K | 0.08% | 84 |
|
|
2020
Q3 | $439K | Sell |
40,387
-3,000
| -7% | -$32.6K | 0.12% | 75 |
|
|
2020
Q2 | $474K | Sell |
43,387
-9,800
| -18% | -$107K | 0.13% | 75 |
|
|
2020
Q1 | $540K | Sell |
53,187
-9,000
| -14% | -$91.4K | 0.17% | 66 |
|
|
2019
Q4 | $726K | Hold |
62,187
| – | – | 0.18% | 69 |
|
|
2019
Q3 | $719K | Buy |
62,187
+137
| +0.2% | +$1.58K | 0.18% | 76 |
|
|
2019
Q2 | $699K | Sell |
62,050
-1,600
| -3% | -$18K | 0.17% | 86 |
|
|
2019
Q1 | $703K | Buy |
63,650
+2,000
| +3% | +$22.1K | 0.19% | 75 |
|
|
2018
Q4 | $635K | Sell |
61,650
-10,500
| -15% | -$108K | 0.21% | 69 |
|
|
2018
Q3 | $734K | Sell |
72,150
-14,234
| -16% | -$145K | 0.22% | 74 |
|
|
2018
Q2 | $968K | Hold |
86,384
| – | – | 0.32% | 64 |
|
|
2018
Q1 | $968K | Sell |
86,384
-2,500
| -3% | -$28K | 0.32% | 65 |
|
|
2017
Q4 | $1.06M | Buy |
88,884
+4,300
| +5% | +$51.2K | 0.36% | 64 |
|
|
2017
Q3 | $1.08M | Buy |
84,584
+2,300
| +3% | +$29.2K | 0.39% | 61 |
|
|
2017
Q2 | $1.11M | Sell |
82,284
-2,000
| -2% | -$27K | 0.44% | 59 |
|
|
2017
Q1 | $1.12M | Sell |
84,284
-8,666
| -9% | -$115K | 0.49% | 56 |
|
|
2016
Q4 | $1.22M | Buy |
92,950
+20,700
| +29% | +$272K | 0.54% | 51 |
|
|
2016
Q3 | $1.02M | Buy |
72,250
+6,200
| +9% | +$87.4K | 0.44% | 59 |
|
|
2016
Q2 | $954K | Buy |
66,050
+5,350
| +9% | +$77.3K | 0.4% | 63 |
|
|
2016
Q1 | $849K | Buy |
60,700
+1,400
| +2% | +$19.6K | 0.37% | 58 |
|
|
2015
Q4 | $799K | Hold |
59,300
| – | – | 0.37% | 60 |
|
|
2015
Q3 | $775K | Buy |
59,300
+17,400
| +42% | +$227K | 0.5% | 41 |
|
|
2015
Q2 | $528K | Buy |
+41,900
| New | +$528K | 0.33% | 53 |
|