EverSource Wealth Advisors’s Cohen & Steers CNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2K | Buy |
189
+95
| +101% | +$7.16K | ﹤0.01% | 2558 |
|
|
2025
Q1 | $7.54K | Buy |
94
+37
| +65% | +$2.97K | ﹤0.01% | 2274 |
|
|
2024
Q4 | $5.26K | Buy |
57
+46
| +418% | +$4.25K | ﹤0.01% | 2321 |
|
|
2024
Q3 | $1.06K | Buy |
11
+5
| +83% | +$480 | ﹤0.01% | 2716 |
|
|
2024
Q2 | $515 | Buy |
+6
| New | +$515 | ﹤0.01% | 2885 |
|
|
2024
Q1 | – | Sell |
-30
| Closed | -$2.27K | – | 2914 |
|
|
2023
Q4 | $2.27K | Buy |
+30
| New | +$2.27K | ﹤0.01% | 2132 |
|
|
2023
Q3 | – | Sell |
-17
| Closed | -$986 | – | 2538 |
|
|
2023
Q2 | $986 | Buy |
+17
| New | +$986 | ﹤0.01% | 2236 |
|