WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-800
| Closed | -$12.4K | – | 1198 |
|
|
2024
Q2 | $12.4K | Sell |
800
-160
| -17% | -$2.48K | ﹤0.01% | 556 |
|
|
2024
Q1 | $15K | Buy |
+960
| New | +$15K | ﹤0.01% | 512 |
|
|
2023
Q4 | – | Sell |
-1,065
| Closed | -$13.3K | – | 725 |
|
|
2023
Q3 | $13.3K | Hold |
1,065
| – | – | 0.01% | 496 |
|
|
2023
Q2 | $13.6K | Sell |
1,065
-125
| -11% | -$1.6K | 0.01% | 497 |
|
|
2023
Q1 | $14.5K | Buy |
+1,190
| New | +$14.5K | 0.01% | 469 |
|