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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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