Loveless 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
2022
Q1
Sell
2021
Q4
$214K Sell
2021
Q3
$223K Hold
2021
Q2
$224K Hold
2021
Q1
$214K Sell
2020
Q4
$238K Sell
2020
Q3
$217K Hold
2020
Q2
$209K Buy
2020
Q1
Sell
2019
Q4
$243K Buy