Crewe Advisors’s Cohen & Steers CNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-192
| Closed | -$13.9K | – | 767 |
|
|
2024
Q2 | $13.9K | Buy |
192
+142
| +284% | +$10.3K | ﹤0.01% | 619 |
|
|
2024
Q1 | $3.85K | Buy |
+50
| New | +$3.85K | ﹤0.01% | 778 |
|
|
2023
Q2 | – | Sell |
-233
| Closed | -$14.9K | – | 899 |
|
|
2023
Q1 | $14.9K | Hold |
233
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $15K | Hold |
233
| – | – | ﹤0.01% | 470 |
|
|
2022
Q3 | $15K | Hold |
233
| – | – | ﹤0.01% | 543 |
|
|
2022
Q2 | $15K | Buy |
+233
| New | +$15K | ﹤0.01% | 488 |
|