WA
UTF icon

Waverly Advisors’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Waverly Advisors’s Portfolio UTF Stock Details UTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$699K Sell
25,939
-611
-2% -$16.5K 0.01% 714
2025
Q1 		$678K Sell
26,550
-284
-1% -$7.26K 0.01% 697
2024
Q4 		$645K Buy
+26,834
New +$645K 0.01% 615