Wealthspire Advisors (Maryland)’s Cohen & Steers CNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-330
| Closed | -$13K | – | 2453 |
|
|
2018
Q1 | $13K | Sell |
330
-127
| -28% | -$5K | ﹤0.01% | 1448 |
|
|
2017
Q4 | $22K | Hold |
457
| – | – | ﹤0.01% | 1296 |
|
|
2017
Q3 | $18K | Hold |
457
| – | – | ﹤0.01% | 1327 |
|
|
2017
Q2 | $19K | Buy |
457
+127
| +38% | +$5.28K | ﹤0.01% | 1281 |
|
|
2017
Q1 | $13K | Buy |
+330
| New | +$13K | ﹤0.01% | 1232 |
|