PIWA
Prevail Innovative Wealth Advisors’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-81,852
| Closed | -$1.16M | – | 197 |
|
|
2024
Q2 | $1.16M | Buy |
81,852
+9,723
| +13% | +$138K | 0.41% | 84 |
|
|
2024
Q1 | $1.06M | Buy |
72,129
+12,849
| +22% | +$189K | 0.4% | 87 |
|
|
2023
Q4 | $829K | Buy |
59,280
+21,615
| +57% | +$302K | 0.4% | 73 |
|
|
2023
Q3 | $492K | Buy |
37,665
+16,573
| +79% | +$216K | 0.26% | 84 |
|
|
2023
Q2 | $291K | Buy |
+21,092
| New | +$291K | 0.16% | 84 |
|