Pinnacle Wealth Planning Services’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
Q4 | $91.2K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $143K | Sell |
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|
2024
Q2 | $156K | Buy |
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|
2024
Q1 | $149K | Buy |
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|
2023
Q4 | $135K | Sell |
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|
2023
Q3 | $114K | Buy |
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|
2023
Q2 | $120K | Buy |
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|
2023
Q1 | $106K | Buy |
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|
2022
Q4 | $114K | Sell |
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|
2022
Q3 | $139K | Sell |
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|
2022
Q2 | $175K | Sell |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $223K | Buy |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q4 | $182K | Buy |
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|
2020
Q3 | $150K | Sell |
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|
2020
Q2 | $160K | Buy |
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|
2020
Q1 | $110K | Buy |
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|
2019
Q4 | $127K | Buy |
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|
2019
Q3 | $92K | Sell |
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|
2019
Q2 | $88K | Buy |
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