JP Morgan Private Wealth Advisors’s Cohen & Steers CNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $883K | Sell |
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|
2023
Q2 | $828K | Buy |
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|
2023
Q1 | $850K | Buy |
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|
2022
Q4 | $835K | Buy |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $689K | Buy |
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|
2021
Q4 | $733K | Buy |
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|
2021
Q3 | $622K | Buy |
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|
2021
Q2 | $565K | Buy |
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|
2021
Q1 | $440K | Sell |
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|
2020
Q4 | $518K | Buy |
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|
2020
Q3 | $341K | Buy |
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|
2020
Q2 | $404K | Buy |
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|
2020
Q1 | $261K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $258K | Sell |
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|
2018
Q2 | $315K | Buy |
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