KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,530
| Closed | -$209K | – | 139 |
|
|
2021
Q1 | $209K | Buy |
7,530
+130
| +2% | +$3.61K | 0.11% | 116 |
|
|
2020
Q4 | $208K | Buy |
+7,400
| New | +$208K | 0.12% | 111 |
|
|
2020
Q2 | – | Sell |
-13,400
| Closed | -$297K | – | 107 |
|
|
2020
Q1 | $297K | Sell |
13,400
-914
| -6% | -$20.3K | 0.33% | 60 |
|
|
2019
Q4 | $451K | Buy |
+14,314
| New | +$451K | 0.38% | 61 |
|