JWM
Janiczek Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-189
| Closed | -$3.32K | – | 1002 |
|
|
2023
Q1 | $3.32K | Hold |
189
| – | – | ﹤0.01% | 717 |
|
|
2022
Q4 | $3.82K | Buy |
+189
| New | +$3.82K | ﹤0.01% | 699 |
|
|
2022
Q3 | – | Sell |
-189
| Closed | -$4K | – | 999 |
|
|
2022
Q2 | $4K | Hold |
189
| – | – | ﹤0.01% | 698 |
|
|
2022
Q1 | $4K | Hold |
189
| – | – | ﹤0.01% | 698 |
|
|
2021
Q4 | $5K | Buy |
+189
| New | +$5K | ﹤0.01% | 707 |
|