EP Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Hold |
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|
2025
Q1 | $182K | Hold |
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|
2024
Q4 | $170K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $178K | Hold |
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|
2024
Q1 | $190K | Hold |
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|
2023
Q4 | $191K | Sell |
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|
2023
Q3 | $183K | Buy |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $94.3K | Hold |
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|
2022
Q3 | $95K | Hold |
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|
2022
Q2 | $119K | Hold |
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|
2022
Q1 | $149K | Buy |
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