Holistic Financial Partners’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
Q3 | $74.2K | Hold |
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|
2025
Q2 | $76.4K | Hold |
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|
2025
Q1 | $74.5K | Hold |
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|
2024
Q4 | $69.5K | Hold |
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|
2024
Q3 | $94.9K | Hold |
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|
2024
Q2 | $72.8K | Hold |
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|
2024
Q1 | $77.7K | Hold |
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|
2023
Q4 | $78.4K | Hold |
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|
2023
Q3 | $65K | Hold |
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|
2023
Q2 | $75.5K | Hold |
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|
2023
Q1 | $76.7K | Hold |
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|
2022
Q4 | $82.7K | Hold |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $105K | Hold |
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|
2022
Q1 | $131K | Hold |
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|
2021
Q4 | $141K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $127K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $86K | Hold |
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|
2020
Q2 | $86K | Hold |
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|
2020
Q1 | $76K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $108K | Hold |
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|
2019
Q1 | $108K | Hold |
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|
2018
Q4 | $89K | Hold |
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|
2018
Q3 | $105K | Hold |
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|
2018
Q2 | $109K | Hold |
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|
2018
Q1 | $106K | Hold |
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|
2017
Q4 | $114K | Buy |
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