Liberty Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History

Liberty Wealth Management’s Portfolio SCD Stock Details SCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5,976	Closed	-$82K	–	912
2021 Q3	$82K	Buy	5,976 +106	+2%	+$1.52K	0.03%	325
2021 Q2	$85K	Buy	5,870 +120	+2%	+$1.65K	0.03%	237
2021 Q1	$68K	Hold	5,750	–	–	0.03%	231
2020 Q4	$68K	Buy	5,750 +293	+5%	+$3.22K	0.03%	229
2020 Q3	$56K	Buy	5,457 +167	+3%	+$1.75K	0.03%	212
2020 Q2	$53K	Sell	5,290 -89	-2%	-$869	0.04%	215
2020 Q1	$43K	Buy	5,379 +280	+5%	+$3.71K	0.04%	230
2019 Q4	$79K	Buy	5,099 +212	+4%	+$3.06K	0.06%	186
2019 Q3	$69K	Buy	4,887 +110	+2%	+$1.51K	0.07%	183
2019 Q2	$65K	Buy	4,777 +114	+2%	+$1.51K	0.06%	213
2019 Q1	$60K	Hold	4,663	–	–	0.05%	184
2018 Q4	$49K	Buy	+4,663	New	+$57.4K	0.04%	188

Other funds holding SCD

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return