MGB Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Sell |
11,999
-11,999
| -50% | -$187K | 0.06% | 218 |
|
|
2025
Q1 | $398K | Buy |
23,998
+11,999
| +100% | +$199K | 0.14% | 139 |
|
|
2024
Q4 | $206K | Hold |
11,999
| – | – | 0.06% | 190 |
|
|
2024
Q3 | $211K | Hold |
11,999
| – | – | 0.08% | 176 |
|
|
2024
Q2 | $186K | Hold |
11,999
| – | – | 0.07% | 189 |
|
|
2024
Q1 | $188K | Hold |
11,999
| – | – | 0.08% | 184 |
|
|
2023
Q4 | $168K | Buy |
+11,999
| New | +$168K | 0.08% | 182 |
|