Advisornet Financial’s LMP Capital and Income Fund SCD Stock Holding History

Advisornet Financial’s Portfolio SCD Stock Details SCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,600	Closed	-$116K	–	2179
2021 Q4	$116K	Hold	7,600	–	–	0.01%	748
2021 Q3	$105K	Hold	7,600	–	–	0.01%	774
2021 Q2	$110K	Hold	7,600	–	–	0.01%	756
2021 Q1	$97K	Hold	7,600	–	–	0.01%	758
2020 Q4	$89K	Hold	7,600	–	–	0.01%	725
2020 Q3	$78K	Hold	7,600	–	–	0.01%	744
2020 Q2	$76K	Sell	7,600 -1,000	-12%	-$9.77K	0.01%	751
2020 Q1	$69K	Sell	8,600 -2,750	-24%	-$36.4K	0.01%	703
2019 Q4	$176K	Hold	11,350	–	–	0.01%	531
2019 Q3	$160K	Hold	11,350	–	–	0.01%	555
2019 Q2	$154K	Sell	11,350 -600	-5%	-$7.93K	0.02%	498
2019 Q1	$154K	Sell	11,950 -11,300	-49%	-$140K	0.02%	471
2018 Q4	$248K	Sell	23,250 -5,400	-19%	-$66.4K	0.03%	368
2018 Q3	$391K	Buy	28,650 +1,000	+4%	+$13.7K	0.05%	301
2018 Q2	$355K	Sell	27,650 -4,750	-15%	-$61.5K	0.05%	290
2018 Q1	$409K	Buy	+32,400	New	+$441K	0.06%	259

Other funds holding SCD

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return