WFG Advisors’s DWS Strategic Municipal Income Trust KSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-2,514
| Closed | -$34K | – | 2095 |
|
2014
Q4 | $34K | Sell |
2,514
-1,355
| -35% | -$18.3K | 0.01% | 1038 |
|
2014
Q3 | $52K | Buy |
3,869
+41
| +1% | +$551 | 0.01% | 906 |
|
2014
Q2 | $51K | Buy |
3,828
+42
| +1% | +$560 | 0.01% | 908 |
|
2014
Q1 | $49K | Buy |
3,786
+42
| +1% | +$544 | 0.01% | 914 |
|
2013
Q4 | $46K | Buy |
3,744
+44
| +1% | +$541 | 0.01% | 1029 |
|
2013
Q3 | $46K | Buy |
3,700
+439
| +13% | +$5.46K | 0.01% | 968 |
|
2013
Q2 | $45K | Buy |
+3,261
| New | +$45K | 0.01% | 928 |
|