Wellspring Financial Advisors’s DWS Municipal Income Trust KTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
34,126
+6,034
| +21% | +$53.3K | 0.03% | 109 |
|
|
2025
Q1 | $264K | Hold |
28,092
| – | – | 0.03% | 107 |
|
|
2024
Q4 | $265K | Sell |
28,092
-3,100
| -10% | -$29.3K | 0.03% | 106 |
|
|
2024
Q3 | $311K | Hold |
31,192
| – | – | 0.04% | 111 |
|
|
2024
Q2 | $295K | Buy |
+31,192
| New | +$295K | 0.04% | 106 |
|
|
2023
Q4 | – | Sell |
-10,200
| Closed | -$78.5K | – | 140 |
|
|
2023
Q3 | $78.5K | Hold |
10,200
| – | – | 0.02% | 121 |
|
|
2023
Q2 | $87.8K | Hold |
10,200
| – | – | 0.02% | 116 |
|
|
2023
Q1 | $90.8K | Hold |
10,200
| – | – | 0.03% | 123 |
|
|
2022
Q4 | $87.8K | Hold |
10,200
| – | – | 0.03% | 128 |
|
|
2022
Q3 | $85K | Hold |
10,200
| – | – | 0.03% | 99 |
|
|
2022
Q2 | $96K | Hold |
10,200
| – | – | 0.03% | 99 |
|
|
2022
Q1 | $106K | Hold |
10,200
| – | – | 0.03% | 129 |
|
|
2021
Q4 | $121K | Hold |
10,200
| – | – | 0.03% | 106 |
|
|
2021
Q3 | $121K | Sell |
10,200
-4,300
| -30% | -$51K | 0.04% | 102 |
|
|
2021
Q2 | $177K | Buy |
+14,500
| New | +$177K | 0.06% | 94 |
|
|
2021
Q1 | – | Sell |
-24,600
| Closed | -$286K | – | 100 |
|
|
2020
Q4 | $286K | Hold |
24,600
| – | – | 0.1% | 71 |
|
|
2020
Q3 | $273K | Buy |
24,600
+11,800
| +92% | +$131K | 0.11% | 70 |
|
|
2020
Q2 | $138K | Buy |
+12,800
| New | +$138K | 0.06% | 84 |
|