CRWM
IGR

Castle Rock Wealth Management’s CBRE Global Real Estate Income Fund IGR Stock Holding History

Castle Rock Wealth Management’s Portfolio IGR Stock Details IGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-56,120
Closed -$468K – 152
2019
Q4 		$468K Sell
56,120
-2,061
-4% -$17.2K 0.42% 90
2019
Q3 		$454K Sell
58,181
-15,098
-21% -$118K 0.47% 81
2019
Q2 		$549K Buy
73,279
+23,262
+47% +$174K 0.61% 58
2019
Q1 		$0 Buy
+50,017
New – ﹤0.01% 43