Pettinga Financial Advisors’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $164K | Sell |
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|
2025
Q3 | $196K | Sell |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $157K | Sell |
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|
2023
Q2 | $176K | Sell |
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|
2023
Q1 | $182K | Sell |
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|
2022
Q4 | $222K | Buy |
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