Commonwealth Equity Services’s LMP Capital and Income Fund SCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $338K | Buy |
21,641
+181
| +0.8% | +$2.83K | ﹤0.01% | 3488 |
|
2025
Q1 | $342K | Sell |
21,460
-777
| -3% | -$12.4K | ﹤0.01% | 3383 |
|
2024
Q4 | $382K | Buy |
22,237
+1,394
| +7% | +$23.9K | ﹤0.01% | 3196 |
|
2024
Q3 | $367K | Buy |
+20,843
| New | +$367K | ﹤0.01% | 3171 |
|
2018
Q3 | – | Sell |
-10,748
| Closed | -$138K | – | 2855 |
|
2018
Q2 | $138K | Sell |
10,748
-17,896
| -62% | -$230K | ﹤0.01% | 2556 |
|
2018
Q1 | $361K | Sell |
28,644
-201
| -0.7% | -$2.53K | ﹤0.01% | 1929 |
|
2017
Q4 | $402K | Buy |
28,845
+4,421
| +18% | +$61.6K | ﹤0.01% | 1846 |
|
2017
Q3 | $355K | Buy |
24,424
+73
| +0.3% | +$1.06K | ﹤0.01% | 1849 |
|
2017
Q2 | $346K | Buy |
24,351
+349
| +1% | +$4.96K | ﹤0.01% | 1817 |
|
2017
Q1 | $342K | Hold |
24,002
| – | – | ﹤0.01% | 1769 |
|
2016
Q4 | $319K | Buy |
+24,002
| New | +$319K | ﹤0.01% | 1736 |
|