WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $80.8K | Hold |
4,000
| – | – | 0.03% | 260 |
|
|
2024
Q3 | $87K | Sell |
4,000
-1,200
| -23% | -$26.1K | 0.02% | 277 |
|
|
2024
Q2 | $103K | Hold |
5,200
| – | – | 0.03% | 249 |
|
|
2024
Q1 | $104K | Buy |
+5,200
| New | +$104K | 0.03% | 252 |
|
|
2023
Q4 | – | Sell |
-5,200
| Closed | -$88.8K | – | 558 |
|
|
2023
Q3 | $88.8K | Hold |
5,200
| – | – | 0.03% | 260 |
|
|
2023
Q2 | $94.6K | Hold |
5,200
| – | – | 0.04% | 246 |
|
|
2023
Q1 | $92.8K | Buy |
+5,200
| New | +$92.8K | 0.04% | 241 |
|