Mascoma Wealth Management’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68.4K | Hold |
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|
2025
Q2 | $68.1K | Hold |
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|
2025
Q1 | $68.3K | Hold |
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|
2024
Q4 | $65.4K | Hold |
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|
2024
Q3 | $74K | Hold |
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|
2024
Q2 | $65.3K | Hold |
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|
2024
Q1 | $67.2K | Hold |
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|
2023
Q4 | $66.4K | Sell |
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|
2023
Q3 | $61.3K | Hold |
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|
2023
Q2 | $67.6K | Hold |
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|
2023
Q1 | $69.6K | Hold |
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|
2022
Q4 | $71.5K | Hold |
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|
2022
Q3 | $71K | Hold |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $90K | Hold |
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|
2021
Q4 | $100K | Hold |
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|
2021
Q3 | $95K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $86K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $91K | Hold |
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|
2019
Q1 | $85K | Hold |
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|
2018
Q4 | $69K | Buy |
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|
2018
Q3 | $69K | Hold |
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|
2018
Q2 | $71K | Hold |
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|
2018
Q1 | $67K | Hold |
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|
2017
Q4 | $69K | Sell |
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|
2017
Q3 | $87K | Sell |
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|
2017
Q2 | $282K | Buy |
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