Institute for Wealth Management’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $172K | Hold |
|
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|
2021
Q2 | $172K | Sell |
|
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|
2021
Q1 | $155K | Sell |
|
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|
2020
Q4 | $142K | Hold |
|
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|
2020
Q3 | $128K | Hold |
|
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|
2020
Q2 | $132K | Hold |
|
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|
2020
Q1 | $108K | Hold |
|
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|
2019
Q4 | $155K | Sell |
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|
2019
Q3 | $165K | Hold |
|
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|
2019
Q2 | $157K | Hold |
|
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|
2019
Q1 | $147K | Hold |
|
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|
2018
Q4 | $120K | Buy |
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $151K | Buy |
|