CLA (CliftonLarsonAllen) Wealth Advisors’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-10,681
Closed -$306K 194
2021
Q4
$306K Buy
10,681
+147
+1% +$4.21K 0.01% 169
2021
Q3
$270K Buy
+10,534
New +$270K 0.01% 278