LFAS
RFI

Level Four Advisory Services’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Level Four Advisory Services’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,573
Closed -$124K – 862
2024
Q1 		$124K Hold
10,573
– – 0.01% 738
2023
Q4 		$124K Hold
10,573
– – 0.01% 734
2023
Q3 		$111K Hold
10,573
– – 0.01% 714
2023
Q2 		$121K Hold
10,573
– – 0.01% 770
2023
Q1 		$128K Buy
+10,573
New +$128K 0.01% 729