Point View 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
2020
Q4
$1.12M Buy
162,905
+9,735
+6% +$67K 0.45% 67
2020
Q3
$916K Buy
153,170
+760
+0.5% +$4.55K 0.43% 74
2020
Q2
$910K Sell
152,410
-2,156
-1% -$12.9K 0.44% 77
2020
Q1
$810K Sell
154,566
-5,011
-3% -$26.3K 0.44% 78
2019
Q4
$1.28M Sell
159,577
-5,479
-3% -$43.9K 0.53% 58
2019
Q3
$1.31M Sell
165,056
-17,315
-9% -$137K 0.59% 50
2019
Q2
$1.37M Sell
182,371
-1,225
-0.7% -$9.18K 0.58% 53
2019
Q1
$1.37M Buy
183,596
+8,295
+5% +$61.9K 0.61% 49
2018
Q4
$1.08M Buy
175,301
+33,639
+24% +$207K 0.54% 60
2018
Q3
$1.03M Buy
141,662
+16,195
+13% +$118K 0.46% 69
2018
Q2
$946K Buy
125,467
+27,592
+28% +$208K 0.44% 73
2018
Q1
$715K Buy
97,875
+12,229
+14% +$89.3K 0.34% 109
2017
Q4
$678K Buy
85,646
+24,797
+41% +$196K 0.32% 109
2017
Q3
$481K Buy
60,849
+35,338
+139% +$279K 0.23% 142
2017
Q2
$197K Buy
+25,511
New +$197K 0.1% 228