NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
37,871
+5,531
| +17% | +$86.3K | ﹤0.01% | 1595 |
|
|
2025
Q1 | $515K | Buy |
32,340
+3,856
| +14% | +$61.4K | ﹤0.01% | 1569 |
|
|
2024
Q4 | $490K | Buy |
28,484
+3,551
| +14% | +$61.1K | ﹤0.01% | 1568 |
|
|
2024
Q3 | $439K | Sell |
24,933
-246
| -1% | -$4.33K | ﹤0.01% | 1550 |
|
|
2024
Q2 | $390K | Sell |
25,179
-5,988
| -19% | -$92.7K | ﹤0.01% | 1561 |
|
|
2024
Q1 | $487K | Sell |
31,167
-2,849
| -8% | -$44.6K | ﹤0.01% | 1365 |
|
|
2023
Q4 | $463K | Buy |
34,016
+6,966
| +26% | +$94.8K | ﹤0.01% | 1322 |
|
|
2023
Q3 | $338K | Sell |
27,050
-10,237
| -27% | -$128K | ﹤0.01% | 1367 |
|
|
2023
Q2 | $478K | Buy |
37,287
+584
| +2% | +$7.48K | 0.01% | 1214 |
|
|
2023
Q1 | $443K | Hold |
36,703
| – | – | 0.01% | 1158 |
|
|
2022
Q4 | $403K | Buy |
36,703
+4,376
| +14% | +$48.1K | 0.01% | 875 |
|
|
2022
Q3 | $364K | Buy |
32,327
+5,836
| +22% | +$65.7K | 0.01% | 1104 |
|
|
2022
Q2 | $326K | Sell |
26,491
-4,392
| -14% | -$54K | 0.01% | 1178 |
|
|
2022
Q1 | $452K | Buy |
30,883
+649
| +2% | +$9.5K | 0.01% | 870 |
|
|
2021
Q4 | $460K | Buy |
+30,234
| New | +$460K | 0.01% | 1119 |
|