Pettinga Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $221K | Buy |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $927K | Buy |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $667K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $975K | Buy |
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