Carson Wealth (CWM LLC)’s LMP Capital and Income Fund SCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-267
| Closed | -$4K | – | 4692 |
|
|
2023
Q4 | $4K | Buy |
267
+7
| +3% | +$105 | ﹤0.01% | 3627 |
|
|
2023
Q3 | $3K | Hold |
260
| – | – | ﹤0.01% | 3699 |
|
|
2023
Q2 | $3K | Hold |
260
| – | – | ﹤0.01% | 3680 |
|
|
2023
Q1 | $3K | Buy |
+260
| New | +$3K | ﹤0.01% | 3554 |
|
|
2022
Q3 | – | Sell |
-314
| Closed | -$4K | – | 4134 |
|
|
2022
Q2 | $4K | Buy |
+314
| New | +$4K | ﹤0.01% | 3122 |
|
|
2022
Q1 | – | Sell |
-25
| Closed | – | – | 3811 |
|
|
2021
Q4 | $0 | Buy |
+25
| New | – | ﹤0.01% | 3608 |
|
|
2021
Q2 | $1K | Hold |
74
| – | – | ﹤0.01% | 2810 |
|
|
2021
Q1 | $1K | Hold |
74
| – | – | ﹤0.01% | 2810 |
|
|
2020
Q4 | $1K | Hold |
74
| – | – | ﹤0.01% | 2810 |
|
|
2020
Q3 | $1K | Hold |
74
| – | – | ﹤0.01% | 2810 |
|
|
2020
Q2 | $1K | Hold |
74
| – | – | ﹤0.01% | 2810 |
|
|
2020
Q1 | $1K | Hold |
74
| – | – | ﹤0.01% | 2810 |
|
|
2019
Q4 | $1K | Hold |
74
| – | – | ﹤0.01% | 2810 |
|
|
2019
Q3 | $1K | Hold |
74
| – | – | ﹤0.01% | 2810 |
|
|
2019
Q2 | $1K | Hold |
74
| – | – | ﹤0.01% | 2810 |
|
|
2019
Q1 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 2810 |
|