United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-24,533
| Closed | -$319K | – | 1304 |
|
|
2016
Q2 | $319K | Sell |
24,533
-13,702
| -36% | -$178K | ﹤0.01% | 1018 |
|
|
2016
Q1 | $473K | Sell |
38,235
-1,736
| -4% | -$21.5K | 0.01% | 895 |
|
|
2015
Q4 | $494K | Buy |
39,971
+1,051
| +3% | +$13K | 0.01% | 889 |
|
|
2015
Q3 | $473K | Buy |
38,920
+3,797
| +11% | +$46.1K | 0.01% | 909 |
|
|
2015
Q2 | $530K | Buy |
35,123
+13,666
| +64% | +$206K | 0.01% | 896 |
|
|
2015
Q1 | $359K | Buy |
+21,457
| New | +$359K | ﹤0.01% | 1017 |
|
|
2014
Q4 | – | Sell |
-11,329
| Closed | -$191K | – | 1186 |
|
|
2014
Q3 | $191K | Buy |
+11,329
| New | +$191K | ﹤0.01% | 1052 |
|