Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.7K | Sell |
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|
2025
Q1 | $98.1K | Sell |
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|
2024
Q4 | $103K | Sell |
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|
2024
Q3 | $121K | Buy |
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|
2024
Q2 | $95.7K | Buy |
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|
2024
Q1 | $99.9K | Buy |
|
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|
2023
Q4 | $88.7K | Sell |
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|
2023
Q3 | $146K | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2023
Q1 | $211K | Sell |
|
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | $201K | Buy |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $347K | Buy |
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|
2021
Q1 | $244K | Buy |
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