LNWWM
Laird Norton Wetherby 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+10,000
| New | +$210K | 0.01% | 856 |
|
|
2024
Q4 | $202K | Hold |
10,000
| – | – | 0.01% | 834 |
|
|
2024
Q3 | $218K | Hold |
10,000
| – | – | 0.01% | 842 |
|
|
2024
Q2 | $199K | Hold |
10,000
| – | – | 0.01% | 847 |
|
|
2024
Q1 | $201K | Hold |
10,000
| – | – | 0.01% | 882 |
|
|
2023
Q4 | $184K | Hold |
10,000
| – | – | 0.01% | 858 |
|
|
2023
Q3 | $171K | Hold |
10,000
| – | – | 0.01% | 826 |
|
|
2023
Q2 | $182K | Hold |
10,000
| – | – | 0.01% | 866 |
|
|
2023
Q1 | $178K | Hold |
10,000
| – | – | 0.01% | 841 |
|
|
2022
Q4 | $190K | Hold |
10,000
| – | – | 0.01% | 801 |
|
|
2022
Q3 | $181K | Hold |
10,000
| – | – | 0.01% | 808 |
|
|
2022
Q2 | $198K | Hold |
10,000
| – | – | 0.01% | 818 |
|
|
2022
Q1 | $229K | Hold |
10,000
| – | – | 0.01% | 807 |
|
|
2021
Q4 | $265K | Hold |
10,000
| – | – | 0.01% | 756 |
|
|
2021
Q3 | $273K | Hold |
10,000
| – | – | 0.02% | 736 |
|
|
2021
Q2 | $274K | Buy |
+10,000
| New | +$274K | 0.02% | 737 |
|
|
2021
Q1 | – | Sell |
-10,000
| Closed | -$266K | – | 840 |
|
|
2020
Q4 | $266K | Buy |
+10,000
| New | +$266K | 0.02% | 699 |
|