Cohen & Steers Slt Pfd Incm shares owned by UMA Financial Services
Quarter-by-quarter ownership of Cohen & Steers Slt Pfd Incm (PSF) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Cohen & Steers Slt Pfd Incm
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All positions including Cohen & Steers Slt Pfd Incm held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Cohen & Steers Slt Pfd Incm by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $310k | 15k | 20.87 |
| 2024-06-30 | $298k | 15k | 20.12 |
| 2024-03-31 | $279k | 15k | 18.78 |
| 2023-12-31 | $288k | 15k | 19.43 |
| 2023-09-30 | $260k | 15k | 17.55 |
| 2023-06-30 | $271k | 15k | 18.25 |
| 2023-03-31 | $262k | 15k | 17.67 |
| 2022-12-31 | $309k | 15k | 20.80 |
| 2022-09-30 | $271k | 15k | 18.27 |
| 2022-06-30 | $325k | 15k | 21.91 |
| 2022-03-31 | $537k | 25k | 21.92 |
| 2021-12-31 | $653k | 25k | 26.65 |
| 2021-09-30 | $691k | 25k | 28.20 |
| 2021-06-30 | $772k | 25k | 31.51 |
| 2021-03-31 | $690k | 25k | 28.16 |
| 2020-12-31 | $669k | 25k | 27.31 |
| 2020-09-30 | $615k | 25k | 25.10 |
| 2020-06-30 | $661k | 25k | 26.98 |