1WA
IGR
180 Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Sell |
165,457
-614
| -0.4% | -$3.25K | 0.12% | 159 |
|
|
2025
Q1 | $854K | Buy |
166,071
+8,900
| +6% | +$45.7K | 0.14% | 154 |
|
|
2024
Q4 | $756K | Buy |
157,171
+4,887
| +3% | +$23.5K | 0.12% | 158 |
|
|
2024
Q3 | $1M | Buy |
152,284
+6,877
| +5% | +$45.2K | 0.16% | 132 |
|
|
2024
Q2 | $752K | Buy |
145,407
+7,455
| +5% | +$38.5K | 0.12% | 156 |
|
|
2024
Q1 | $742K | Buy |
137,952
+5,495
| +4% | +$29.6K | 0.13% | 159 |
|
|
2023
Q4 | $725K | Sell |
132,457
-1,243
| -0.9% | -$6.8K | 0.15% | 143 |
|
|
2023
Q3 | $602K | Buy |
133,700
+465
| +0.3% | +$2.09K | 0.14% | 157 |
|
|
2023
Q2 | $705K | Buy |
133,235
+4,496
| +3% | +$23.8K | 0.15% | 142 |
|
|
2023
Q1 | $684K | Sell |
128,739
-1,335
| -1% | -$7.09K | 0.16% | 144 |
|
|
2022
Q4 | $866K | Buy |
130,074
+5,742
| +5% | +$38.2K | 0.2% | 111 |
|
|
2022
Q3 | $717K | Sell |
124,332
-2,868
| -2% | -$16.5K | 0.2% | 111 |
|
|
2022
Q2 | $934K | Sell |
127,200
-220
| -0.2% | -$1.62K | 0.24% | 104 |
|
|
2022
Q1 | $1.14M | Sell |
127,420
-1,254
| -1% | -$11.2K | 0.25% | 100 |
|
|
2021
Q4 | $1.09M | Sell |
128,674
-1,471
| -1% | -$12.4K | 0.24% | 104 |
|
|
2021
Q3 | $1.17M | Sell |
130,145
-1,371
| -1% | -$12.3K | 0.26% | 99 |
|
|
2021
Q2 | $1.2M | Sell |
131,516
-2,814
| -2% | -$25.7K | 0.27% | 97 |
|
|
2021
Q1 | $1.11M | Buy |
134,330
+356
| +0.3% | +$2.94K | 0.28% | 99 |
|
|
2020
Q4 | $923K | Buy |
133,974
+1,719
| +1% | +$11.8K | 0.27% | 99 |
|
|
2020
Q3 | $786K | Buy |
132,255
+1,371
| +1% | +$8.15K | 0.29% | 88 |
|
|
2020
Q2 | $772K | Buy |
130,884
+119,293
| +1,029% | +$704K | 0.31% | 84 |
|
|
2020
Q1 | $57K | Buy |
11,591
+1,458
| +14% | +$7.17K | 0.03% | 215 |
|
|
2019
Q4 | $82K | Sell |
10,133
-267
| -3% | -$2.16K | 0.03% | 260 |
|
|
2019
Q3 | $82K | Sell |
10,400
-1,333
| -11% | -$10.5K | 0.04% | 250 |
|
|
2019
Q2 | $89K | Sell |
11,733
-321
| -3% | -$2.44K | 0.04% | 244 |
|
|
2019
Q1 | $88K | Sell |
12,054
-1,953
| -14% | -$14.3K | 0.04% | 247 |
|
|
2018
Q4 | $102K | Hold |
14,007
| – | – | 0.05% | 249 |
|
|
2018
Q3 | $102K | Sell |
14,007
-12,115
| -46% | -$88.2K | 0.05% | 249 |
|
|
2018
Q2 | $197K | Sell |
26,122
-69,862
| -73% | -$527K | 0.1% | 231 |
|
|
2018
Q1 | $698K | Sell |
95,984
-17,649
| -16% | -$128K | 0.36% | 85 |
|
|
2017
Q4 | $900K | Buy |
+113,633
| New | +$900K | 0.46% | 68 |
|