BWP
IGR

Balboa Wealth Partners’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Balboa Wealth Partners’s Portfolio IGR Stock Details IGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,471
Closed -$65.2K – 297
2023
Q2 		$65.2K Buy
+12,471
New +$65.2K 0.02% 240
2023
Q1 		– Sell
-21,571
Closed -$124K – 310
2022
Q4 		$124K Hold
21,571
– – 0.06% 218
2022
Q3 		$124K Buy
+21,571
New +$124K 0.05% 195