MSWA
RFI

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$556K Sell
46,148
-2,956
-6% -$35.6K 0.38% 52
2025
Q1 		$594K Buy
49,104
+1,523
+3% +$18.4K 0.4% 48
2024
Q4 		$551K Buy
+47,581
New +$551K 0.38% 52