JWA
SCD

JFS Wealth Advisors’s LMP Capital and Income Fund SCD Stock Holding History

JFS Wealth Advisors’s Portfolio SCD Stock Details SCD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-384
Closed -$5K – 660
2015
Q4 		$5K Hold
384
– – ﹤0.01% 452
2015
Q3 		$5K Buy
+384
New +$5K ﹤0.01% 392