Axxcess Wealth Management’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 | $87.5K | Sell |
16,538
-835
| -5% | -$4.42K | ﹤0.01% | 869 |
|
|
2025
Q1 | $89.6K | Sell |
17,373
-2,722
| -14% | -$14K | ﹤0.01% | 833 |
|
|
2024
Q4 | $96.7K | Buy |
20,095
+134
| +0.7% | +$645 | ﹤0.01% | 839 |
|
|
2024
Q3 | $131K | Sell |
19,961
-860
| -4% | -$5.65K | ﹤0.01% | 862 |
|
|
2024
Q2 | $105K | Buy |
20,821
+169
| +0.8% | +$852 | ﹤0.01% | 819 |
|
|
2024
Q1 | $111K | Sell |
20,652
-8,074
| -28% | -$43.4K | ﹤0.01% | 842 |
|
|
2023
Q4 | $156K | Sell |
28,726
-1,769
| -6% | -$9.61K | ﹤0.01% | 796 |
|
|
2023
Q3 | $137K | Buy |
30,495
+187
| +0.6% | +$842 | ﹤0.01% | 761 |
|
|
2023
Q2 | $159K | Buy |
30,308
+175
| +0.6% | +$915 | 0.01% | 560 |
|
|
2023
Q1 | $160K | Sell |
30,133
-279
| -0.9% | -$1.48K | 0.01% | 601 |
|
|
2022
Q4 | $174K | Sell |
30,412
-21,326
| -41% | -$122K | 0.01% | 574 |
|
|
2022
Q3 | $299K | Sell |
51,738
-5,897
| -10% | -$34.1K | 0.03% | 402 |
|
|
2022
Q2 | $418K | Buy |
57,635
+14,414
| +33% | +$105K | 0.04% | 335 |
|
|
2022
Q1 | $391K | Sell |
43,221
-15,016
| -26% | -$136K | 0.03% | 411 |
|
|
2021
Q4 | $570K | Buy |
+58,237
| New | +$570K | 0.04% | 325 |
|