THWM
Taylor Hoffman Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,017
| Closed | -$45K | – | 249 |
|
|
2020
Q2 | $45K | Buy |
+2,017
| New | +$45K | 0.03% | 205 |
|
|
2020
Q1 | – | Sell |
-2,017
| Closed | -$53K | – | 256 |
|
|
2019
Q4 | $53K | Hold |
2,017
| – | – | 0.03% | 206 |
|
|
2019
Q3 | $52K | Buy |
+2,017
| New | +$52K | 0.04% | 200 |
|