Laird Norton Wetherby Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $218K | Hold |
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|
2024
Q2 | $199K | Hold |
|
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|
2024
Q1 | $201K | Hold |
|
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|
2023
Q4 | $184K | Hold |
|
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|
2023
Q3 | $171K | Hold |
|
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|
2023
Q2 | $182K | Hold |
|
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|
2023
Q1 | $178K | Hold |
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|
2022
Q4 | $190K | Hold |
|
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|
2022
Q3 | $181K | Hold |
|
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|
2022
Q2 | $198K | Hold |
|
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $265K | Hold |
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|
2021
Q3 | $273K | Hold |
|
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|
2021
Q2 | $274K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $266K | Buy |
|