Blue Bell Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $5.6K | Sell |
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|
2024
Q1 | $32.3K | Sell |
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|
2023
Q4 | $145K | Buy |
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|
2023
Q3 | $119K | Sell |
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|
2023
Q2 | $124K | Buy |
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|
2023
Q1 | $88.5K | Buy |
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|
2022
Q4 | $64.4K | Buy |
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|
2022
Q3 | $37K | Sell |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q4 | $6K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $10K | Sell |
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|
2019
Q1 | $9K | Sell |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $76K | Sell |
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|
2018
Q2 | $85K | Sell |
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|
2018
Q1 | $95K | Buy |
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|
2017
Q4 | $17K | Buy |
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|
2017
Q3 | $3K | Sell |
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|
2017
Q2 | $47K | Buy |
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|
2017
Q1 | $45K | Buy |
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|
2016
Q4 | $35K | Sell |
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|
2016
Q3 | $66K | Sell |
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|
2016
Q2 | $94K | Sell |
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|
2016
Q1 | $150K | Sell |
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|
2015
Q4 | $177K | Sell |
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|
2015
Q3 | $353K | Sell |
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|
2015
Q2 | $488K | Sell |
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|
2015
Q1 | $591K | Sell |
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|
2014
Q4 | $631K | Sell |
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|
2014
Q3 | $648K | Sell |
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|
2014
Q2 | $816K | Sell |
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|
2014
Q1 | $776K | Sell |
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|
2013
Q4 | $797K | Buy |
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|
2013
Q3 | $679K | Buy |
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|
2013
Q2 | $254K | Buy |
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