Wealth Effects’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
2025
Q1
$360K Hold
2024
Q4
$341K Hold
2024
Q3
$386K Sell
2024
Q2
$336K Hold
2024
Q1
$347K Sell
2023
Q4
$383K Sell
2023
Q3
$335K Hold
2023
Q2
$370K Sell
2023
Q1
$382K Sell
2022
Q4
$404K Hold
2022
Q3
$384K Hold
2022
Q2
$423K Buy
2022
Q1
$519K Hold
2021
Q4
$552K Buy