Carson Wealth (CWM LLC)
IGR.RT

Carson Wealth (CWM LLC)’s CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) IGR.RT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IGR.RT Stock Details IGR.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,890
Closed – – 4601
2023
Q1 		$0 Buy
+2,890
New +$49 ﹤0.01% 4462

Carson Wealth (CWM LLC)'s IGR.RT Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) (IGR.RT) in Q2 2023, closing a stake of 2,890 shares.

Carson Wealth (CWM LLC) first reported a position in IGR.RT in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 0 funds tracked by Wall St. Rank hold IGR.RT as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,890 CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) shares in Q2 2023.
  • Carson Wealth (CWM LLC) first reported a position in CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) in Q1 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) position peaked at $0 in Q1 2023.
  • 0 funds tracked by Wall St. Rank held CBRE Global Real Estate Income Fund Rights (expiring April 6, 2023) as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.