Spire Wealth Management’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Spire Wealth Management’s Portfolio RNP Stock Details RNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$44.2K	Sell
2025 Q2	$139K	Buy
2025 Q1	$132K	Buy
2024 Q4	$123K	Buy
2022 Q2	–	Sell
2022 Q1	$490K	Buy
2021 Q4	$487K	Sell
2021 Q3	$1.11M	Buy
2021 Q2	$1.14M	Buy
2021 Q1	$1.01M	Buy