Marshall & Sterling Wealth Advisors’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio RFI Stock Details RFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$556K	Sell
2025 Q1	$594K	Buy
2024 Q4	$551K	Buy