EverSource Wealth Advisors’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.6K | Hold |
2,750
| – | – | ﹤0.01% | 1473 |
|
|
2025
Q1 | $60.7K | Hold |
2,750
| – | – | ﹤0.01% | 1142 |
|
|
2024
Q4 | $57.5K | Hold |
2,750
| – | – | ﹤0.01% | 1127 |
|
|
2024
Q3 | $65.1K | Hold |
2,750
| – | – | ﹤0.01% | 953 |
|
|
2024
Q2 | $60.9K | Buy |
+2,750
| New | +$60.9K | ﹤0.01% | 1000 |
|
|
2023
Q3 | – | Sell |
-309
| Closed | -$5.87K | – | 2645 |
|
|
2023
Q2 | $5.87K | Buy |
309
+300
| +3,333% | +$5.7K | ﹤0.01% | 1668 |
|
|
2023
Q1 | $176 | Hold |
9
| – | – | ﹤0.01% | 2310 |
|
|
2022
Q4 | $183 | Hold |
9
| – | – | ﹤0.01% | 2258 |
|
|
2022
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2107 |
|