GSWM
RFI

Golden State Wealth Management’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Golden State Wealth Management’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16.9K Buy
1,403
+28
+2% +$338 ﹤0.01% 930
2025
Q1 		$16.6K Buy
1,375
+27
+2% +$327 ﹤0.01% 846
2024
Q4 		$15.6K Buy
+1,348
New +$15.6K ﹤0.01% 829