APP
RFI

Avantax Planning Partners’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Avantax Planning Partners’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,500
Closed -$18K – 990
2018
Q3 		$18K Buy
+1,500
New +$18K ﹤0.01% 732
2018
Q2 		– Sell
-1,500
Closed -$18K – 1185
2018
Q1 		$18K Buy
+1,500
New +$18K ﹤0.01% 818