LWM
LBA Wealth Management’s Cohen & Steers CNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-150
| Closed | -$5K | – | 446 |
|
|
2016
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 363 |
|
|
2016
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 358 |
|
|
2016
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 344 |
|
|
2016
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 333 |
|
|
2015
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 338 |
|
|
2015
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 294 |
|
|
2015
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 271 |
|
|
2015
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 260 |
|
|
2014
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 245 |
|
|
2014
Q3 | $6K | Sell |
150
-150
| -50% | -$6K | ﹤0.01% | 319 |
|
|
2014
Q2 | $13K | Buy |
+300
| New | +$13K | 0.01% | 198 |
|