CPA
RFI

Compass Planning Associates’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Compass Planning Associates’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$106K Hold
8,813
– – 0.1% 44
2025
Q1 		$107K Hold
8,813
– – 0.11% 43
2024
Q4 		$102K Buy
+8,813
New +$102K 0.1% 45