Strategic Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-95
| Closed | -$2 | – | 336 |
|
2019
Q3 | $2 | Hold |
95
| – | – | ﹤0.01% | 692 |
|
2019
Q2 | $2K | Hold |
95
| – | – | ﹤0.01% | 698 |
|
2019
Q1 | $2K | Hold |
95
| – | – | ﹤0.01% | 724 |
|
2018
Q4 | $2K | Hold |
95
| – | – | ﹤0.01% | 636 |
|
2018
Q3 | $2K | Hold |
95
| – | – | ﹤0.01% | 609 |
|
2018
Q2 | $2K | Hold |
95
| – | – | ﹤0.01% | 702 |
|
2018
Q1 | $2K | Hold |
95
| – | – | ﹤0.01% | 740 |
|
2017
Q4 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 669 |
|