Marks Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-146,677
| Closed | -$1.23M | – | 317 |
|
|
2021
Q3 | $1.23M | Hold |
146,677
| – | – | 0.17% | 139 |
|
|
2021
Q2 | $1.29M | Sell |
146,677
-188
| -0.1% | -$1.66K | 0.18% | 134 |
|
|
2021
Q1 | $1.15M | Sell |
146,865
-384
| -0.3% | -$3K | 0.17% | 134 |
|
|
2020
Q4 | $1.01M | Hold |
147,249
| – | – | 0.16% | 141 |
|
|
2020
Q3 | $881K | Hold |
147,249
| – | – | 0.16% | 140 |
|
|
2020
Q2 | $879K | Hold |
147,249
| – | – | 0.18% | 131 |
|
|
2020
Q1 | $771K | Hold |
147,249
| – | – | 0.2% | 128 |
|
|
2019
Q4 | $1.18M | Buy |
+147,249
| New | +$1.18M | 0.23% | 128 |
|