Alterna 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 | $119K | Buy |
22,442
+5,236
| +30% | +$27.7K | 0.1% | 103 |
|
|
2025
Q1 | $88.8K | Sell |
17,206
-2,964
| -15% | -$15.3K | 0.07% | 105 |
|
|
2024
Q4 | $97K | Buy |
20,170
+1,039
| +5% | +$5K | 0.08% | 99 |
|
|
2024
Q3 | $126K | Hold |
19,131
| – | – | 0.11% | 98 |
|
|
2024
Q2 | $96.4K | Buy |
19,131
+982
| +5% | +$4.95K | 0.08% | 102 |
|
|
2024
Q1 | $97.6K | Buy |
18,149
+2,949
| +19% | +$15.9K | 0.08% | 92 |
|
|
2023
Q4 | $82.5K | Buy |
+15,200
| New | +$82.5K | 0.1% | 74 |
|