Aptus Capital Advisors’s LMP Capital and Income Fund SCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.12M | Sell |
71,600
-4,000
| -5% | -$62.4K | 0.01% | 502 |
|
2025
Q1 | $1.2M | Hold |
75,600
| – | – | 0.01% | 468 |
|
2024
Q4 | $1.3M | Buy |
75,600
+1,200
| +2% | +$20.6K | 0.01% | 454 |
|
2024
Q3 | $1.31M | Hold |
74,400
| – | – | 0.02% | 364 |
|
2024
Q2 | $1.15M | Hold |
74,400
| – | – | 0.02% | 370 |
|
2024
Q1 | $1.16M | Hold |
74,400
| – | – | 0.02% | 366 |
|
2023
Q4 | $1.04M | Sell |
74,400
-1,500
| -2% | -$21K | 0.03% | 279 |
|
2023
Q3 | $949K | Buy |
+75,900
| New | +$949K | 0.03% | 308 |
|