Modern Wealth Management’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Modern Wealth Management’s Portfolio RFI Stock Details RFI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$128K	Hold
2025 Q4	$127K	Hold
2025 Q3	$140K	Hold
2025 Q2	$139K	Hold
2025 Q1	$139K	Hold
2024 Q4	$134K	Hold
2024 Q3	$151K	Hold
2024 Q2	$133K	Buy
2024 Q1	$130K	Hold
2023 Q4	$128K	Buy