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Congress Wealth Management’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Congress Wealth Management’s Portfolio RQI Stock Details RQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Buy
84,652
+10,536
+14% +$131K 0.01% 692
2025
Q1 		$931K Buy
74,116
+62,440
+535% +$784K 0.01% 647
2024
Q4 		$143K Sell
11,676
-10,062
-46% -$123K ﹤0.01% 866
2024
Q3 		$308K Buy
+21,738
New +$308K ﹤0.01% 724