Loveless Wealth Management’s Cohen & Steers Infrastructure Fund UTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.1M | Hold |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.24M | Hold |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $981K | Hold |
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|
2020
Q2 | $973K | Hold |
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|
2020
Q1 | $832K | Sell |
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|
2019
Q4 | $1.19M | Buy |
|