Accel Wealth Management’s Cohen & Steers Infrastructure Fund UTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.11M | Sell |
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|
2025
Q2 | $2.36M | Sell |
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|
2025
Q1 | $2.26M | Sell |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $2.41M | Sell |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $2.26M | Sell |
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|
2023
Q4 | $2.13M | Sell |
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|
2023
Q3 | $2.02M | Sell |
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|
2023
Q2 | $2.49M | Buy |
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $2.54M | Buy |
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|
2022
Q3 | $2.49M | Buy |
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|
2022
Q2 | $2.54M | Sell |
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|
2022
Q1 | $3.06M | Buy |
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|
2021
Q4 | $2.99M | Buy |
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|
2021
Q3 | $2.24M | Buy |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $591K | Buy |
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|
2020
Q4 | $181K | Buy |
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