UCMOK
United Capital Management of KS’s Cohen & Steers CNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-96,698
| Closed | -$2.77M | – | 95 |
|
|
2021
Q2 | $2.77M | Buy |
96,698
+5,430
| +6% | +$156K | 1.13% | 38 |
|
|
2021
Q1 | $2.54M | Buy |
91,268
+10,092
| +12% | +$280K | 1.16% | 38 |
|
|
2020
Q4 | $2.1M | Buy |
81,176
+8,709
| +12% | +$225K | 0.96% | 43 |
|
|
2020
Q3 | $1.61M | Buy |
+72,467
| New | +$1.61M | 0.84% | 44 |
|