1W
RFI

1776 Wealth’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

1776 Wealth’s Portfolio RFI Stock Details RFI Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
2021
Q4 		$496K Buy
2021
Q3 		$445K Buy
2021
Q2 		$370K Buy
2021
Q1 		$323K Buy
2020
Q4 		$263K Sell
2020
Q3 		$267K Sell
2020
Q2 		$284K Sell
2020
Q1 		$276K Buy
2019
Q4 		$68K Buy