Patriot Financial Group Insurance Agency’s Cohen & Steers Infrastructure Fund UTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $232K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $182K | Hold |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $205K | Hold |
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|
2021
Q3 | $195K | Hold |
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|
2021
Q2 | $207K | Hold |
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|
2021
Q1 | $201K | Hold |
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|
2020
Q4 | $186K | Sell |
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|
2020
Q3 | $177K | Hold |
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|
2020
Q2 | $176K | Hold |
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|
2020
Q1 | $150K | Sell |
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|
2019
Q4 | $217K | Buy |
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|
2019
Q3 | $186K | Hold |
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|
2019
Q2 | $178K | Buy |
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|
2019
Q1 | $138K | Buy |
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|
2018
Q4 | $89K | Buy |
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