GWA
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Genesis Wealth Advisors’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Genesis Wealth Advisors’s Portfolio UTF Stock Details UTF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$122K Sell
5,789
-200
-3% -$4.2K 0.1% 99
2015
Q1 		$137K Hold
5,989
– – 0.11% 84
2014
Q4 		$139K Buy
+5,989
New +$139K 0.11% 94