Clearstead Advisors’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
Q2 | $82.7K | Buy |
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|
2025
Q1 | $15.8K | Sell |
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|
2024
Q4 | $58.4K | Hold |
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|
2024
Q3 | $60.6K | Sell |
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|
2024
Q2 | $54.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.39K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $22K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $7K | Buy |
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