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

Quaker 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
2025 Q2	–	Hold
2025 Q1	–	Hold
2024 Q1	$777K	Buy
2023 Q4	–	Sell
2023 Q3	$668K	Buy
2023 Q2	$700K	Buy