Congress Wealth Management’s Cohen & Steers Closed End Opportunity Fund FOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $243K | Hold |
|
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|
2024
Q3 | $248K | Hold |
|
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|
2024
Q2 | $228K | Hold |
|
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|
2024
Q1 | $223K | Hold |
|
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|
2023
Q4 | $214K | Hold |
|
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|
2023
Q3 | $197K | Hold |
|
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|
2023
Q2 | $205K | Hold |
|
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|
2023
Q1 | $209K | Hold |
|
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|
2022
Q4 | $200K | Hold |
|
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|
2022
Q3 | $186K | Hold |
|
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|
2022
Q2 | $204K | Hold |
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|
2022
Q1 | $247K | Hold |
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|
2021
Q4 | $282K | Buy |
|