FFWM
Future Financial Wealth Management’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Buy |
65,086
+1,588
| +3% | +$19.8K | 0.55% | 34 |
|
|
2025
Q1 | $798K | Buy |
63,498
+3,588
| +6% | +$45.1K | 0.58% | 32 |
|
|
2024
Q4 | $733K | Sell |
59,910
-526
| -0.9% | -$6.44K | 0.54% | 38 |
|
|
2024
Q3 | $856K | Buy |
60,436
+652
| +1% | +$9.24K | 0.61% | 37 |
|
|
2024
Q2 | $698K | Buy |
59,784
+6,961
| +13% | +$81.3K | 0.61% | 41 |
|
|
2024
Q1 | $638K | Buy |
52,823
+325
| +0.6% | +$3.93K | 0.49% | 42 |
|
|
2023
Q4 | $643K | Buy |
52,498
+6,214
| +13% | +$76.1K | 0.64% | 41 |
|
|
2023
Q3 | $468K | Buy |
+46,284
| New | +$468K | 0.52% | 51 |
|
|
2022
Q2 | – | Sell |
-4,500
| Closed | -$75K | – | 409 |
|
|
2022
Q1 | $75K | Hold |
4,500
| – | – | 0.06% | 223 |
|
|
2021
Q4 | $82K | Buy |
+4,500
| New | +$82K | 0.07% | 213 |
|