Concert Wealth Management’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $136K | Hold |
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|
2016
Q4 | $136K | Sell |
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|
2016
Q3 | $162K | Hold |
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|
2016
Q2 | $172K | Hold |
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|
2016
Q1 | $160K | Hold |
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|
2015
Q4 | $154K | Sell |
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|
2015
Q3 | $167K | Buy |
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|
2015
Q2 | $162K | Hold |
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|
2015
Q1 | $67K | Hold |
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|
2014
Q4 | $175K | Buy |
|