Creative Planning’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 | $262K | Buy |
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|
2025
Q2 | $239K | Sell |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $535K | Buy |
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|
2024
Q2 | $426K | Buy |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $587K | Buy |
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|
2023
Q2 | $194K | Hold |
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|
2023
Q1 | $190K | Hold |
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|
2022
Q4 | $202K | Hold |
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|
2022
Q3 | $192K | Hold |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $244K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $202K | Sell |
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|
2018
Q4 | $211K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $75K | Buy |
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|
2017
Q1 | $51K | Hold |
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|
2016
Q4 | $49K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $12K | Buy |
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