UWP
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Uniting Wealth Partners’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$316K Buy
11,735
+200
+2% +$5.39K 0.12% 84
2025
Q1
$295K Sell
11,535
-39,545
-77% -$1.01M 0.15% 75
2024
Q4
$1.23M Buy
+51,080
New +$1.23M 0.59% 22