EA
Everpar Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
16,565
-700
| -4% | -$14.7K | 0.16% | 176 |
|
|
2025
Q1 | $352K | Hold |
17,265
| – | – | 0.19% | 152 |
|
|
2024
Q4 | $349K | Sell |
17,265
-3,238
| -16% | -$65.4K | 0.18% | 158 |
|
|
2024
Q3 | $446K | Hold |
20,503
| – | – | 0.23% | 135 |
|
|
2024
Q2 | $408K | Hold |
20,503
| – | – | 0.2% | 156 |
|
|
2024
Q1 | $412K | Sell |
20,503
-633
| -3% | -$12.7K | 0.25% | 135 |
|
|
2023
Q4 | $390K | Buy |
+21,136
| New | +$390K | 0.18% | 179 |
|