Carson Wealth (CWM LLC)’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 | $19K | Hold |
3,621
| – | – | ﹤0.01% | 3942 |
|
|
2025
Q1 | $19K | Hold |
3,621
| – | – | ﹤0.01% | 3705 |
|
|
2024
Q4 | $17K | Hold |
3,621
| – | – | ﹤0.01% | 3539 |
|
|
2024
Q3 | $24K | Buy |
3,621
+300
| +9% | +$1.99K | ﹤0.01% | 3239 |
|
|
2024
Q2 | $17K | Hold |
3,321
| – | – | ﹤0.01% | 3217 |
|
|
2024
Q1 | $18K | Buy |
3,321
+7
| +0.2% | +$38 | ﹤0.01% | 2968 |
|
|
2023
Q4 | $18K | Hold |
3,314
| – | – | ﹤0.01% | 2832 |
|
|
2023
Q3 | $15K | Sell |
3,314
-398
| -11% | -$1.8K | ﹤0.01% | 2873 |
|
|
2023
Q2 | $19K | Buy |
3,712
+828
| +29% | +$4.24K | ﹤0.01% | 2670 |
|
|
2023
Q1 | $15K | Buy |
2,884
+1,575
| +120% | +$8.19K | ﹤0.01% | 2689 |
|
|
2022
Q4 | $8K | Buy |
1,309
+240
| +22% | +$1.47K | ﹤0.01% | 2932 |
|
|
2022
Q3 | $6K | Buy |
1,069
+400
| +60% | +$2.25K | ﹤0.01% | 2972 |
|
|
2022
Q2 | $5K | Buy |
+669
| New | +$5K | ﹤0.01% | 2977 |
|
|
2022
Q1 | – | Sell |
-74
| Closed | -$1K | – | 3655 |
|
|
2021
Q4 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 3296 |
|
|
2021
Q2 | $2K | Hold |
221
| – | – | ﹤0.01% | 2636 |
|
|
2021
Q1 | $2K | Hold |
221
| – | – | ﹤0.01% | 2636 |
|
|
2020
Q4 | $2K | Hold |
221
| – | – | ﹤0.01% | 2636 |
|
|
2020
Q3 | $2K | Hold |
221
| – | – | ﹤0.01% | 2636 |
|
|
2020
Q2 | $2K | Hold |
221
| – | – | ﹤0.01% | 2636 |
|
|
2020
Q1 | $2K | Hold |
221
| – | – | ﹤0.01% | 2636 |
|
|
2019
Q4 | $2K | Hold |
221
| – | – | ﹤0.01% | 2636 |
|
|
2019
Q3 | $2K | Hold |
221
| – | – | ﹤0.01% | 2636 |
|
|
2019
Q2 | $2K | Hold |
221
| – | – | ﹤0.01% | 2636 |
|
|
2019
Q1 | $2K | Buy |
+221
| New | +$2K | ﹤0.01% | 2636 |
|