Atria Wealth Solutions’s Cohen & Steers CNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,188
| Closed | -$270K | – | 1864 |
|
|
2022
Q4 | $270K | Sell |
4,188
-282
| -6% | -$18.2K | ﹤0.01% | 1416 |
|
|
2022
Q3 | $280K | Buy |
4,470
+2
| +0% | +$125 | ﹤0.01% | 1335 |
|
|
2022
Q2 | $284K | Sell |
4,468
-1,019
| -19% | -$64.8K | 0.01% | 1213 |
|
|
2022
Q1 | $471K | Buy |
+5,487
| New | +$471K | 0.01% | 1096 |
|