Steward Partners Investment Advisory’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,755
| Closed | -$271K | – | 3562 |
|
|
2023
Q3 | $271K | Sell |
20,755
-1,742
| -8% | -$22.7K | ﹤0.01% | 1158 |
|
|
2023
Q2 | $310K | Buy |
22,497
+2,525
| +13% | +$34.8K | ﹤0.01% | 1105 |
|
|
2023
Q1 | $268K | Hold |
19,972
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q4 | $269K | Buy |
19,972
+19,672
| +6,557% | +$265K | ﹤0.01% | 1124 |
|
|
2022
Q3 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 2877 |
|