Avantax Advisory Services’s LMP Capital and Income Fund SCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $495K | Sell |
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|
2021
Q3 | $461K | Buy |
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|
2021
Q2 | $442K | Buy |
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|
2021
Q1 | $374K | Sell |
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|
2020
Q4 | $366K | Buy |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $198K | Buy |
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|
2020
Q1 | $157K | Sell |
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|
2019
Q4 | $338K | Sell |
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|
2019
Q3 | $366K | Buy |
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|
2019
Q2 | $212K | Buy |
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