Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
30,410
+3,650
| +14% | +$76.6K | 0.01% | 587 |
|
|
2025
Q1 | $545K | Buy |
26,760
+2,945
| +12% | +$60K | 0.01% | 571 |
|
|
2024
Q4 | $481K | Buy |
+23,815
| New | +$481K | 0.01% | 575 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$5K | – | 1267 |
|
|
2021
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1653 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$4K | – | 903 |
|
|
2020
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 1163 |
|
|
2019
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 1105 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 972 |
|
|
2018
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 984 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 996 |
|
|
2018
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 984 |
|
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 831 |
|
|
2017
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 783 |
|
|
2017
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 644 |
|