Golden State Wealth Management’s Cohen & Steers Infrastructure Fund UTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $120K | Buy |
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|
2025
Q2 | $129K | Buy |
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|
2025
Q1 | $121K | Sell |
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|
2024
Q4 | $115K | Buy |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | $201K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $83K | Buy |
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|
2019
Q2 | $62K | Buy |
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|
2019
Q1 | $18K | Buy |
|