Maltin Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-74,508
| Closed | -$1.37M | – | 122 |
|
|
2023
Q4 | $1.37M | Buy |
74,508
+1,197
| +2% | +$22.1K | 0.87% | 37 |
|
|
2023
Q3 | $1.25M | Buy |
73,311
+24,225
| +49% | +$414K | 0.87% | 41 |
|
|
2023
Q2 | $893K | Sell |
49,086
-41,908
| -46% | -$763K | 0.63% | 54 |
|
|
2023
Q1 | $1.62M | Buy |
90,994
+1,719
| +2% | +$30.7K | 1.17% | 31 |
|
|
2022
Q4 | $1.7M | Buy |
89,275
+2,052
| +2% | +$39K | 1.24% | 30 |
|
|
2022
Q3 | $1.58M | Sell |
87,223
-27,593
| -24% | -$500K | 1.25% | 29 |
|
|
2022
Q2 | $2.27M | Buy |
+114,816
| New | +$2.27M | 1.64% | 13 |
|