Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7K | Hold |
750
| – | – | ﹤0.01% | 3012 |
|
|
2025
Q1 | $15.3K | Buy |
+750
| New | +$15.3K | ﹤0.01% | 2919 |
|
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$27.6K | – | 3621 |
|
|
2023
Q4 | $27.6K | Buy |
+1,500
| New | +$27.6K | ﹤0.01% | 2245 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$7K | – | 3314 |
|
|
2022
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 2777 |
|
|
2021
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 2689 |
|
|
2021
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 2679 |
|
|
2021
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 6314 |
|
|
2021
Q1 | $7.84K | Sell |
300
-500
| -63% | -$13.1K | ﹤0.01% | 2878 |
|
|
2020
Q4 | $21K | Sell |
800
-200
| -20% | -$5.25K | ﹤0.01% | 2038 |
|
|
2020
Q3 | $23K | Buy |
1,000
+600
| +150% | +$13.8K | ﹤0.01% | 1840 |
|
|
2020
Q2 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 2080 |
|