UCFA
KSM

United Capital Financial Advisors’s DWS Strategic Municipal Income Trust KSM Stock Holding History

United Capital Financial Advisors’s Portfolio KSM Stock Details KSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
2019
Q3 		$136K Sell
2019
Q2 		$139K Hold
2019
Q1 		$131K Buy
2018
Q4 		$118K Sell
2018
Q3 		$143K Buy
2018
Q2 		$110K Buy