Gradient Investments’s CBRE Global Real Estate Income Fund IGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-355
| Closed | -$3K | – | 994 |
|
|
2018
Q3 | $3K | Hold |
355
| – | – | ﹤0.01% | 805 |
|
|
2018
Q2 | $3K | Hold |
355
| – | – | ﹤0.01% | 773 |
|
|
2018
Q1 | $3K | Sell |
355
-40
| -10% | -$338 | ﹤0.01% | 779 |
|
|
2017
Q4 | $3K | Buy |
+395
| New | +$3K | ﹤0.01% | 758 |
|
|
2015
Q3 | – | Sell |
-664
| Closed | -$5K | – | 644 |
|
|
2015
Q2 | $5K | Buy |
+664
| New | +$5K | ﹤0.01% | 468 |
|
|
2014
Q2 | – | Sell |
-1,231
| Closed | -$10K | – | 530 |
|
|
2014
Q1 | $10K | Buy |
+1,231
| New | +$10K | ﹤0.01% | 344 |
|
|
2013
Q3 | – | Sell |
-825
| Closed | -$7K | – | 548 |
|
|
2013
Q2 | $7K | Buy |
+825
| New | +$7K | ﹤0.01% | 288 |
|