WFA of San Diego’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Buy |
+1,000
| New | +$11.2K | 0.01% | 311 |
|
|
2024
Q3 | $11.3K | Hold |
1,000
| – | – | 0.01% | 274 |
|
|
2024
Q2 | $11K | Buy |
+1,000
| New | +$11K | 0.01% | 271 |
|
|
2023
Q3 | $10.7K | Hold |
1,000
| – | – | 0.01% | 277 |
|
|
2023
Q2 | $10.8K | Buy |
+1,000
| New | +$10.8K | 0.01% | 272 |
|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$10.9K | – | 152 |
|
|
2022
Q4 | $10.9K | Buy |
+1,000
| New | +$10.9K | 0.01% | 349 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$12K | – | 162 |
|
|
2022
Q2 | $12K | Buy |
+1,000
| New | +$12K | 0.01% | 262 |
|