EP
UTF icon

Essential Planning’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Essential Planning’s Portfolio UTF Stock Details UTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-63,505
Closed -$1.6M – 283
2024
Q4 		$1.6M Buy
+63,505
New +$1.6M 0.01% 208