WWP
RFI

WR Wealth Planners’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

WR Wealth Planners’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-600
Closed -$6.29K – 700
2023
Q3 		$6.29K Hold
600
– – ﹤0.01% 644
2023
Q2 		$6.85K Buy
+600
New +$6.85K ﹤0.01% 633