Carson Wealth (CWM LLC)’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42K | Sell |
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|
2025
Q2 | $68K | Sell |
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|
2025
Q1 | $94K | Sell |
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|
2024
Q4 | $163K | Buy |
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|
2024
Q3 | $3K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2K | Hold |
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|
2023
Q3 | $2K | Sell |
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|
2023
Q2 | $6K | Buy |
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|
2023
Q1 | $4K | Hold |
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|
2022
Q4 | $4K | Sell |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $44K | Hold |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $44K | Hold |
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|
2020
Q2 | $44K | Hold |
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|
2020
Q1 | $44K | Hold |
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|
2019
Q4 | $44K | Hold |
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|
2019
Q3 | $44K | Hold |
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|
2019
Q2 | $44K | Hold |
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|
2019
Q1 | $44K | Buy |
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|
2018
Q4 | $10K | Buy |
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