JFS Wealth Advisors’s Cohen & Steers CNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679 | Sell |
9
-15
| -63% | -$1.13K | ﹤0.01% | 1642 |
|
|
2025
Q1 | $1.93K | Sell |
24
-1
| -4% | -$80 | ﹤0.01% | 1484 |
|
|
2024
Q4 | $2.31K | Hold |
25
| – | – | ﹤0.01% | 1415 |
|
|
2024
Q3 | $2.4K | Buy |
25
+3
| +14% | +$288 | ﹤0.01% | 1407 |
|
|
2024
Q2 | $1.6K | Buy |
22
+5
| +29% | +$363 | ﹤0.01% | 1520 |
|
|
2024
Q1 | $1.31K | Buy |
17
+4
| +31% | +$308 | ﹤0.01% | 1583 |
|
|
2023
Q4 | $985 | Hold |
13
| – | – | ﹤0.01% | 1663 |
|
|
2023
Q3 | $815 | Sell |
13
-7
| -35% | -$439 | ﹤0.01% | 1643 |
|
|
2023
Q2 | $1.16K | Hold |
20
| – | – | ﹤0.01% | 1561 |
|
|
2023
Q1 | $1.28K | Sell |
20
-1
| -5% | -$64 | ﹤0.01% | 1512 |
|
|
2022
Q4 | $1.36K | Sell |
21
-1
| -5% | -$65 | ﹤0.01% | 1514 |
|
|
2022
Q3 | $1K | Sell |
22
-9
| -29% | -$409 | ﹤0.01% | 1513 |
|
|
2022
Q2 | $2K | Buy |
31
+17
| +121% | +$1.1K | ﹤0.01% | 1295 |
|
|
2022
Q1 | $1K | Buy |
14
+6
| +75% | +$429 | ﹤0.01% | 1604 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1299 |
|