Harvest Group Wealth Management’s Cohen & Steers CNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-231
| Closed | -$17K | – | 166 |
|
|
2020
Q4 | $17K | Hold |
231
| – | – | 0.01% | 184 |
|
|
2020
Q3 | $13K | Hold |
231
| – | – | 0.01% | 192 |
|
|
2020
Q2 | $15K | Hold |
231
| – | – | 0.01% | 175 |
|
|
2020
Q1 | $10K | Hold |
231
| – | – | 0.01% | 199 |
|
|
2019
Q4 | $14K | Hold |
231
| – | – | 0.01% | 196 |
|
|
2019
Q3 | $13K | Buy |
+231
| New | +$13K | 0.02% | 218 |
|