B. Riley Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.1M | Sell |
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|
2020
Q3 | $1.85M | Buy |
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|
2020
Q2 | $1.72M | Buy |
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|
2020
Q1 | $1.56M | Buy |
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|
2019
Q4 | $1.97M | Buy |
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|
2019
Q3 | $1.92M | Buy |
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|
2019
Q2 | $1.83K | Sell |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $1.18M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2K | Sell |
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|
2014
Q4 | $13K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $63K | Sell |
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|
2014
Q1 | $107K | Buy |
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