Carson Wealth (CWM LLC)’s Cohen & Steers CNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51K | Buy |
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|
2025
Q2 | $51K | Buy |
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|
2025
Q1 | $54K | Buy |
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|
2024
Q4 | $56K | Buy |
|
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|
2024
Q3 | $57K | Buy |
|
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|
2024
Q2 | $40K | Buy |
|
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|
2024
Q1 | $40K | Buy |
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|
2023
Q4 | $8K | Sell |
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|
2023
Q3 | $27K | Sell |
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|
2023
Q2 | $25K | Sell |
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|
2023
Q1 | $55K | Sell |
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|
2022
Q4 | $63K | Buy |
|