WR Wealth Planners’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

WR Wealth Planners’s Portfolio LDP Stock Details LDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$80.8K	Hold
2024 Q3	$87K	Sell
2024 Q2	$103K	Hold
2024 Q1	$104K	Buy
2023 Q4	–	Sell
2023 Q3	$88.8K	Hold
2023 Q2	$94.6K	Hold
2023 Q1	$92.8K	Buy