Berry Wealth Group’s Cohen & Steers CNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,495
| Closed | -$200K | – | 109 |
|
|
2025
Q1 | $200K | Buy |
+2,495
| New | +$200K | 0.16% | 94 |
|
|
2024
Q4 | – | Sell |
-3,168
| Closed | -$304K | – | 98 |
|
|
2024
Q3 | $304K | Buy |
3,168
+314
| +11% | +$30.1K | 0.22% | 58 |
|
|
2024
Q2 | $207K | Sell |
2,854
-437
| -13% | -$31.7K | 0.17% | 77 |
|
|
2024
Q1 | $253K | Buy |
+3,291
| New | +$253K | 0.21% | 62 |
|