Bartlett & Co Wealth Management’s Cohen & Steers CNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $314K | Sell |
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|
2025
Q4 | $321K | Buy |
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|
2025
Q3 | $86.5K | Hold |
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|
2025
Q2 | $99.4K | Hold |
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|
2025
Q1 | $106K | Hold |
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|
2024
Q4 | $122K | Hold |
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|
2024
Q3 | $127K | Hold |
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|
2024
Q2 | $95.7K | Hold |
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|
2024
Q1 | $101K | Hold |
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|
2023
Q4 | $102K | Hold |
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|
2023
Q3 | $82.7K | Hold |
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|
2023
Q2 | $76.5K | Hold |
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|
2023
Q1 | $84.4K | Hold |
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|
2022
Q4 | $85.2K | Hold |
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|
2022
Q3 | $82.6K | Hold |
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|
2022
Q2 | $83.9K | Sell |
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|
2022
Q1 | $113K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $130K | Hold |
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|
2021
Q2 | $128K | Hold |
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|
2021
Q1 | $102K | Sell |
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|
2020
Q4 | $149K | Buy |
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|
2020
Q3 | $80.5K | Buy |
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|
2020
Q2 | $68K | Buy |
|