Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.5M | Hold |
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|
2025
Q2 | $1.46M | Hold |
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|
2025
Q1 | $1.41M | Hold |
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|
2024
Q4 | $1.4M | Hold |
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|
2024
Q3 | $1.51M | Hold |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $1.43M | Hold |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.28M | Hold |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $624K | Hold |
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|
2021
Q4 | $721K | Sell |
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|
2021
Q3 | $743K | Buy |
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|
2021
Q2 | $745K | Hold |
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|
2021
Q1 | $711K | Sell |
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|
2020
Q4 | $1.01M | Buy |
|