WFA of San Diego’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

WFA of San Diego’s Portfolio DTF Stock Details DTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.2K	Buy
2024 Q3	$11.3K	Hold
2024 Q2	$11K	Buy
2023 Q3	$10.7K	Hold
2023 Q2	$10.8K	Buy
2023 Q1	–	Sell
2022 Q4	$10.9K	Buy
2022 Q3	–	Sell
2022 Q2	$12K	Buy