WPWM
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Western Pacific Wealth Management’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Western Pacific Wealth Management’s Portfolio UTF Stock Details UTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$4.88K – 310
2023
Q1 		$4.88K Hold
200
– – ﹤0.01% 226
2022
Q4 		$4.8K Hold
200
– – ﹤0.01% 218
2022
Q3 		$4K Hold
200
– – ﹤0.01% 209
2022
Q2 		$5K Hold
200
– – ﹤0.01% 154
2022
Q1 		$5K Buy
+200
New +$5K ﹤0.01% 177