CT
IGR

Caldwell Trust’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Caldwell Trust’s Portfolio IGR Stock Details IGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,700
Closed -$10.2K – 725
2020
Q3 		$10.2K Hold
1,700
– – ﹤0.01% 610
2020
Q2 		$10.1K Hold
1,700
– – ﹤0.01% 639
2020
Q1 		$8.91K Buy
+1,700
New +$12.4K ﹤0.01% 651

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1CP
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CA
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COLIM
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AAM
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QC
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