Investment Planning Advisors’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$349K	Sell	15,339 -8,147	-35%	-$186K	0.12%	63
2025 Q1	$518K	Sell	23,486 -1,821	-7%	-$40.2K	0.21%	50
2024 Q4	$529K	Sell	25,307 -20,239	-44%	-$423K	0.23%	43
2024 Q3	$928K	Hold	45,546	–	–	0.47%	30
2024 Q2	$928K	Buy	+45,546	New	+$928K	0.47%	30