XML Financial’s LMP Capital and Income Fund SCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $396K | Hold |
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|
2025
Q2 | $397K | Hold |
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|
2025
Q1 | $406K | Hold |
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|
2024
Q4 | $438K | Hold |
|
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|
2024
Q3 | $448K | Hold |
|
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $398K | Hold |
|
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|
2023
Q4 | $357K | Hold |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $351K | Hold |
|
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|
2023
Q1 | $334K | Hold |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $433K | Hold |
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|
2021
Q4 | $451K | Sell |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $395K | Hold |
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|
2021
Q1 | $348K | Sell |
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|
2020
Q4 | $395K | Sell |
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|
2020
Q3 | $347K | Sell |
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|
2020
Q2 | $399K | Buy |
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|
2020
Q1 | $287K | Hold |
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|
2019
Q4 | $554K | Buy |
|