WC
RFI

Waterloo Capital’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Waterloo Capital’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,713
Closed -$246K – 387
2024
Q1 		$246K Sell
20,713
-885
-4% -$10.5K 0.03% 313
2023
Q4 		$254K Buy
+21,598
New +$254K 0.04% 322