EWM
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EPG Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

EPG Wealth Management’s Portfolio LDP Stock Details LDP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,315
Closed -$48K – 494
2020
Q1 		$48K Buy
2,315
+44
+2% +$912 0.04% 285
2019
Q4 		$60K Buy
+2,271
New +$60K 0.04% 212