AE Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.2K | Buy |
+12,700
| New | +$67.2K | ﹤0.01% | 1563 |
|
|
2022
Q1 | – | Sell |
-10,317
| Closed | -$101K | – | 1735 |
|
|
2021
Q4 | $101K | Buy |
+10,317
| New | +$101K | ﹤0.01% | 1641 |
|
|
2020
Q2 | – | Sell |
-15,365
| Closed | -$81K | – | 1289 |
|
|
2020
Q1 | $81K | Sell |
15,365
-3,645
| -19% | -$19.2K | ﹤0.01% | 1047 |
|
|
2019
Q4 | $152K | Sell |
19,010
-5,273
| -22% | -$42.2K | ﹤0.01% | 1073 |
|
|
2019
Q3 | $192K | Sell |
24,283
-1,663
| -6% | -$13.1K | 0.01% | 927 |
|
|
2019
Q2 | $194K | Buy |
+25,946
| New | +$194K | 0.01% | 904 |
|
|
2017
Q4 | – | Sell |
-67,164
| Closed | -$531K | – | 439 |
|
|
2017
Q3 | $531K | Buy |
67,164
+7,937
| +13% | +$62.8K | 0.05% | 227 |
|
|
2017
Q2 | $457K | Buy |
+59,227
| New | +$457K | 0.05% | 241 |
|