Squar Milner Financial Services’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,538
| Closed | -$25K | – | 606 |
|
|
2020
Q1 | $25K | Hold |
2,538
| – | – | 0.02% | 431 |
|
|
2019
Q4 | $36K | Buy |
+2,538
| New | +$36K | 0.02% | 443 |
|
|
2019
Q3 | – | Sell |
-2,538
| Closed | -$36K | – | 597 |
|
|
2019
Q2 | $36K | Hold |
2,538
| – | – | 0.02% | 384 |
|
|
2019
Q1 | $33K | Buy |
+2,538
| New | +$33K | 0.02% | 372 |
|