Carson Wealth (CWM LLC)’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
23,898
+21,250
| +802% | +$323K | ﹤0.01% | 1746 |
|
|
2025
Q1 | $41K | Buy |
2,648
+2,500
| +1,689% | +$38.7K | ﹤0.01% | 3143 |
|
|
2024
Q4 | $2K | Hold |
148
| – | – | ﹤0.01% | 4600 |
|
|
2024
Q3 | $3K | Buy |
+148
| New | +$3K | ﹤0.01% | 4311 |
|
|
2023
Q3 | – | Sell |
-87
| Closed | -$1K | – | 4477 |
|
|
2023
Q2 | $1K | Buy |
+87
| New | +$1K | ﹤0.01% | 4036 |
|