LWM
IGR

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

Laidlaw 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
2021
Q4 		– Sell
-46,624
Closed -$390K – 405
2021
Q3 		$390K Buy
46,624
+4,492
+11% +$37.6K 0.1% 171
2021
Q2 		$371K Buy
42,132
+2,292
+6% +$20.2K 0.1% 177
2021
Q1 		$311K Buy
+39,840
New +$311K 0.11% 162