MGB Wealth Management’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

MGB Wealth Management’s Portfolio UTF Stock Details UTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$585K	Sell
2025 Q1	$1.05M	Buy
2024 Q4	$497K	Buy
2024 Q3	$513K	Buy
2024 Q2	$434K	Hold
2024 Q1	$429K	Sell
2023 Q4	$391K	Buy