WLPWM
Walled Lake Planning & Wealth Management’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-23
| Closed | -$1K | – | 365 |
|
|
2020
Q4 | $1K | Sell |
23
-22
| -49% | -$957 | ﹤0.01% | 310 |
|
|
2020
Q3 | $1K | Buy |
45
+1
| +2% | +$22 | ﹤0.01% | 324 |
|
|
2020
Q2 | $1K | Buy |
44
+1
| +2% | +$23 | ﹤0.01% | 318 |
|
|
2020
Q1 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 305 |
|