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Walled Lake Planning & Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio LDP Stock Details LDP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5
Closed – – 350
2020
Q4 		$0 Sell
5
-4
-44% – ﹤0.01% 339
2020
Q3 		$0 Hold
9
– – ﹤0.01% 355
2020
Q2 		$0 Hold
9
– – ﹤0.01% 361
2020
Q1 		$0 Buy
+9
New – ﹤0.01% 354