Cornerstone Planning Group’s Cohen & Steers CNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-70
Closed -$5.2K 1560
2025
Q1
$5.2K Buy
+70
New +$5.2K ﹤0.01% 721
2023
Q3
Sell
-71
Closed -$4.12K 1230
2023
Q2
$4.12K Buy
+71
New +$4.12K ﹤0.01% 958
2022
Q4
$5.08K Buy
+71
New +$5.08K ﹤0.01% 881