Wellspring Financial Advisors’s DWS Municipal Income Trust KTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $313K | Hold |
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|
2025
Q2 | $302K | Buy |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $295K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $78.5K | Hold |
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|
2023
Q2 | $87.8K | Hold |
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|
2023
Q1 | $90.8K | Hold |
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|
2022
Q4 | $87.8K | Hold |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $121K | Hold |
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|
2021
Q3 | $121K | Sell |
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|
2021
Q2 | $177K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q2 | $138K | Buy |
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