WAM
KSM
Wakefield Asset Management’s DWS Strategic Municipal Income Trust KSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-67,578
| Closed | -$552K | – | 214 |
|
|
2022
Q4 | $552K | Buy |
67,578
+5,272
| +8% | +$43.1K | 0.23% | 125 |
|
|
2022
Q3 | $493K | Buy |
62,306
+3,869
| +7% | +$30.6K | 0.23% | 123 |
|
|
2022
Q2 | $533K | Buy |
58,437
+2,059
| +4% | +$18.8K | 0.23% | 126 |
|
|
2022
Q1 | $583K | Buy |
56,378
+3,615
| +7% | +$37.4K | 0.21% | 132 |
|
|
2021
Q4 | $642K | Buy |
52,763
+4,729
| +10% | +$57.5K | 0.22% | 134 |
|
|
2021
Q3 | $590K | Buy |
48,034
+29
| +0.1% | +$356 | 0.22% | 129 |
|
|
2021
Q2 | $604K | Buy |
48,005
+3,660
| +8% | +$46.1K | 0.23% | 126 |
|
|
2021
Q1 | $525K | Buy |
44,345
+1,357
| +3% | +$16.1K | 0.21% | 127 |
|
|
2020
Q4 | $490K | Buy |
42,988
+2,670
| +7% | +$30.4K | 0.21% | 127 |
|
|
2020
Q3 | $437K | Sell |
40,318
-356
| -0.9% | -$3.86K | 0.21% | 127 |
|
|
2020
Q2 | $427K | Buy |
+40,674
| New | +$427K | 0.2% | 128 |
|