Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-350
| Closed | -$5.42K | – | 776 |
|
|
2024
Q2 | $5.42K | Hold |
350
| – | – | ﹤0.01% | 722 |
|
|
2024
Q1 | $5.47K | Hold |
350
| – | – | ﹤0.01% | 719 |
|
|
2023
Q4 | $4.9K | Hold |
350
| – | – | ﹤0.01% | 713 |
|
|
2023
Q3 | $4K | Hold |
350
| – | – | ﹤0.01% | 739 |
|
|
2023
Q2 | $4K | Buy |
+350
| New | +$4K | ﹤0.01% | 728 |
|
|
2022
Q4 | $4K | Hold |
350
| – | – | ﹤0.01% | 684 |
|
|
2022
Q3 | $4K | Hold |
350
| – | – | ﹤0.01% | 677 |
|
|
2022
Q2 | $4K | Hold |
350
| – | – | ﹤0.01% | 696 |
|
|
2022
Q1 | $5K | Hold |
350
| – | – | ﹤0.01% | 669 |
|
|
2021
Q4 | $5K | Buy |
+350
| New | +$5K | ﹤0.01% | 698 |
|