United Capital Financial Advisors’s DWS Strategic Municipal Income Trust KSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,400
| Closed | -$136K | – | 1421 |
|
|
2019
Q3 | $136K | Sell |
11,400
-300
| -3% | -$3.58K | ﹤0.01% | 1216 |
|
|
2019
Q2 | $139K | Hold |
11,700
| – | – | ﹤0.01% | 1373 |
|
|
2019
Q1 | $131K | Buy |
11,700
+250
| +2% | +$2.8K | ﹤0.01% | 1278 |
|
|
2018
Q4 | $118K | Sell |
11,450
-2,000
| -15% | -$20.6K | ﹤0.01% | 1236 |
|
|
2018
Q3 | $143K | Buy |
13,450
+3,300
| +33% | +$35.1K | ﹤0.01% | 1279 |
|
|
2018
Q2 | $110K | Buy |
+10,150
| New | +$110K | ﹤0.01% | 1272 |
|