FFWM
Future Financial Wealth Management’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 | – | Sell |
-16,243
| Closed | -$358K | – | 457 |
|
|
2025
Q1 | $358K | Buy |
16,243
+594
| +4% | +$13.1K | 0.26% | 73 |
|
|
2024
Q4 | $327K | Sell |
15,649
-97
| -0.6% | -$2.03K | 0.24% | 77 |
|
|
2024
Q3 | $373K | Buy |
15,746
+964
| +7% | +$22.8K | 0.27% | 75 |
|
|
2024
Q2 | $301K | Buy |
14,782
+3,406
| +30% | +$69.4K | 0.26% | 81 |
|
|
2024
Q1 | $239K | Buy |
+11,376
| New | +$239K | 0.18% | 96 |
|
|
2022
Q2 | – | Sell |
-4,000
| Closed | -$108K | – | 406 |
|
|
2022
Q1 | $108K | Hold |
4,000
| – | – | 0.09% | 172 |
|
|
2021
Q4 | $116K | Buy |
+4,000
| New | +$116K | 0.09% | 177 |
|