Liberty Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,976
| Closed | -$82K | – | 912 |
|
|
2021
Q3 | $82K | Buy |
5,976
+106
| +2% | +$1.45K | 0.03% | 325 |
|
|
2021
Q2 | $85K | Buy |
5,870
+120
| +2% | +$1.74K | 0.03% | 237 |
|
|
2021
Q1 | $68K | Hold |
5,750
| – | – | 0.03% | 231 |
|
|
2020
Q4 | $68K | Buy |
5,750
+293
| +5% | +$3.47K | 0.03% | 229 |
|
|
2020
Q3 | $56K | Buy |
5,457
+167
| +3% | +$1.71K | 0.03% | 212 |
|
|
2020
Q2 | $53K | Sell |
5,290
-89
| -2% | -$892 | 0.04% | 215 |
|
|
2020
Q1 | $43K | Buy |
5,379
+280
| +5% | +$2.24K | 0.04% | 230 |
|
|
2019
Q4 | $79K | Buy |
5,099
+212
| +4% | +$3.29K | 0.06% | 186 |
|
|
2019
Q3 | $69K | Buy |
4,887
+110
| +2% | +$1.55K | 0.07% | 183 |
|
|
2019
Q2 | $65K | Buy |
4,777
+114
| +2% | +$1.55K | 0.06% | 213 |
|
|
2019
Q1 | $60K | Hold |
4,663
| – | – | 0.05% | 184 |
|
|
2018
Q4 | $49K | Buy |
+4,663
| New | +$49K | 0.04% | 188 |
|