EverSource Wealth Advisors’s CBRE Global Real Estate Income Fund IGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-629
| Closed | -$3.29K | – | 2587 |
|
|
2023
Q2 | $3.29K | Hold |
629
| – | – | ﹤0.01% | 1890 |
|
|
2023
Q1 | $3.34K | Buy |
629
+81
| +15% | +$430 | ﹤0.01% | 1773 |
|
|
2022
Q4 | $3.14K | Hold |
548
| – | – | ﹤0.01% | 1770 |
|
|
2022
Q3 | $3K | Buy |
+548
| New | +$3K | ﹤0.01% | 1542 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1792 |
|
|
2022
Q1 | – | Sell |
-551
| Closed | -$5K | – | 1774 |
|
|
2021
Q4 | $5K | Buy |
+551
| New | +$5K | ﹤0.01% | 1259 |
|